Carson Wealth (CWM LLC)’s Portillo's PTLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $110K | Buy |
|
|||||
|
2025
Q4 | $33K | Buy |
|
|||||
|
2025
Q3 | $34K | Buy |
|
|||||
|
2025
Q2 | $33K | Sell |
|
|||||
|
2025
Q1 | $38K | Buy |
|
|||||
|
2024
Q4 | $19K | Sell |
|
|||||
|
2024
Q3 | $32K | Buy |
|
|||||
|
2024
Q2 | $17K | Sell |
|
|||||
|
2024
Q1 | $39K | Buy |
|
|||||
|
2023
Q4 | $23K | Hold |
|
|||||
|
2023
Q3 | $22K | Sell |
|
|||||
|
2023
Q2 | $37K | Hold |
|
|||||
|
2023
Q1 | $35K | Hold |
|
|||||
|
2022
Q4 | $27K | Hold |
|
|||||
|
2022
Q3 | $33K | Sell |
|
|||||
|
2022
Q2 | $29K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $67K | Buy |
|