Geneos Wealth Management’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
Q3 | $17.7K | Buy |
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|
2025
Q2 | $29.2K | Sell |
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|
2025
Q1 | $66.6K | Buy |
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|
2024
Q4 | $26.3K | Hold |
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|
2024
Q3 | $37.7K | Hold |
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|
2024
Q2 | $27.2K | Hold |
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|
2024
Q1 | $39.7K | Buy |
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|
2023
Q4 | $39.4K | Buy |
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|
2023
Q3 | $37.7K | Hold |
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|
2023
Q2 | $55.2K | Buy |
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|
2023
Q1 | $50.2K | Buy |
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|
2022
Q4 | $31.8K | Hold |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $128K | Buy |
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