Center for Financial Planning’s Portillo's PTLO Stock Holding History

Center for Financial Planning’s Portfolio PTLO Stock Details PTLO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.46K	Hold
2025 Q2	$4.46K	Hold
2025 Q1	$4.54K	Hold
2024 Q4	$3.59K	Hold
2024 Q3	$5.15K	Hold
2024 Q2	$3.71K	Buy