CIBC Private Wealth 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 | $47.6K | Sell |
4,076
-65
| -2% | -$759 | ﹤0.01% | 1685 |
|
|
2025
Q1 | $43.6K | Sell |
4,141
-34
| -0.8% | -$358 | ﹤0.01% | 1674 |
|
|
2024
Q4 | $38.4K | Hold |
4,175
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q3 | $56.2K | Sell |
4,175
-428
| -9% | -$5.77K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $44K | Sell |
4,603
-3,406
| -43% | -$32.6K | ﹤0.01% | 1726 |
|
|
2024
Q1 | $111K | Buy |
+8,009
| New | +$111K | ﹤0.01% | 1354 |
|
|
2022
Q3 | – | Sell |
-1,450
| Closed | -$24K | – | 1130 |
|
|
2022
Q2 | $24K | Buy |
+1,450
| New | +$24K | ﹤0.01% | 1008 |
|