Bartlett & Co Wealth Management’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5K | Hold |
300
| – | – | ﹤0.01% | 1042 |
|
|
2025
Q1 | $3.57K | Hold |
300
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q4 | $2.82K | Hold |
300
| – | – | ﹤0.01% | 1018 |
|
|
2024
Q3 | $4.04K | Hold |
300
| – | – | ﹤0.01% | 993 |
|
|
2024
Q2 | $2.92K | Hold |
300
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q1 | $4.25K | Hold |
300
| – | – | ﹤0.01% | 989 |
|
|
2023
Q4 | $4.9K | Hold |
300
| – | – | ﹤0.01% | 1079 |
|
|
2023
Q3 | $4.62K | Hold |
300
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q2 | $6.76K | Hold |
300
| – | – | ﹤0.01% | 961 |
|
|
2023
Q1 | $6.41K | Hold |
300
| – | – | ﹤0.01% | 866 |
|
|
2022
Q4 | $4.9K | Hold |
300
| – | – | ﹤0.01% | 927 |
|
|
2022
Q3 | $5.91K | Hold |
300
| – | – | ﹤0.01% | 899 |
|
|
2022
Q2 | $4.91K | Hold |
300
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q1 | $7.37K | Buy |
+300
| New | +$7.37K | ﹤0.01% | 870 |
|