Charles Schwab’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
Q2 | $5.64M | Buy |
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|
2025
Q1 | $5.49M | Sell |
|
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|
2024
Q4 | $4.35M | Buy |
|
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|
2024
Q3 | $6.17M | Buy |
|
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|
2024
Q2 | $4.2M | Buy |
|
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|
2024
Q1 | $5.44M | Buy |
|
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|
2023
Q4 | $6.02M | Buy |
|
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|
2023
Q3 | $5.58M | Buy |
|
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|
2023
Q2 | $6.95M | Buy |
|
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|
2023
Q1 | $6.3M | Buy |
|
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|
2022
Q4 | $4.01M | Buy |
|
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|
2022
Q3 | $3.88M | Buy |
|
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|
2022
Q2 | $2.4M | Sell |
|
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|
2022
Q1 | $3.87M | Buy |
|
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|
2021
Q4 | $5.6M | Buy |
|