Chicago Partners Investment Group’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 | $3M | Sell |
261,686
-1,388
| -0.5% | -$15.9K | 0.09% | 199 |
|
|
2025
Q1 | $2.97M | Sell |
263,074
-18,406
| -7% | -$208K | 0.1% | 183 |
|
|
2024
Q4 | $2.59M | Buy |
+281,480
| New | +$2.59M | 0.09% | 193 |
|
|
2023
Q1 | – | Sell |
-10,103
| Closed | -$235K | – | 682 |
|
|
2022
Q4 | $235K | Buy |
10,103
+796
| +9% | +$18.5K | 0.01% | 547 |
|
|
2022
Q3 | $201K | Sell |
9,307
-888
| -9% | -$19.2K | 0.01% | 537 |
|
|
2022
Q2 | $233K | Buy |
10,195
+32
| +0.3% | +$731 | 0.02% | 501 |
|
|
2022
Q1 | $184K | Sell |
10,163
-2,131
| -17% | -$38.6K | 0.01% | 528 |
|
|
2021
Q4 | $332K | Buy |
+12,294
| New | +$332K | 0.02% | 417 |
|