Capstone Financial Advisors’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $379K | Buy |
|
|||||
|
2025
Q2 | $277K | Buy |
|
|||||
|
2025
Q1 | $282K | Sell |
|
|||||
|
2024
Q4 | $242K | Sell |
|
|||||
|
2024
Q3 | $424K | Sell |
|
|||||
|
2024
Q2 | $365K | Buy |
|
|||||
|
2024
Q1 | $362K | Buy |
|
|||||
|
2023
Q4 | $359K | Hold |
|
|||||
|
2023
Q3 | $346K | Sell |
|
|||||
|
2023
Q2 | $532K | Sell |
|
|||||
|
2023
Q1 | $506K | Buy |
|
|||||
|
2022
Q4 | $370K | Sell |
|
|||||
|
2022
Q3 | $497K | Buy |
|
|||||
|
2022
Q2 | $371K | Buy |
|
|||||
|
2022
Q1 | $556K | Buy |
|
|||||
|
2021
Q4 | $475K | Buy |
|