Global Retirement Partners’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 | $116K | Buy |
+9,922
| New | +$116K | ﹤0.01% | 1363 |
|
|
2024
Q4 | $98K | Sell |
10,422
-5,311
| -34% | -$49.9K | ﹤0.01% | 1279 |
|
|
2024
Q3 | $212K | Sell |
15,733
-493
| -3% | -$6.64K | 0.01% | 894 |
|
|
2024
Q2 | $158K | Hold |
16,226
| – | – | ﹤0.01% | 990 |
|
|
2024
Q1 | $230K | Sell |
16,226
-438
| -3% | -$6.21K | 0.01% | 744 |
|
|
2023
Q4 | $229K | Buy |
16,664
+319
| +2% | +$4.38K | 0.01% | 705 |
|
|
2023
Q3 | $257K | Buy |
16,345
+1,844
| +13% | +$29K | 0.01% | 591 |
|
|
2023
Q2 | $327K | Hold |
14,501
| – | – | 0.02% | 548 |
|
|
2023
Q1 | $338K | Buy |
14,501
+14,453
| +30,110% | +$337K | 0.02% | 520 |
|
|
2022
Q4 | $783 | Hold |
48
| – | – | ﹤0.01% | 2655 |
|
|
2022
Q3 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 2552 |
|
|
2022
Q2 | – | Sell |
-125
| Closed | -$2K | – | 2844 |
|
|
2022
Q1 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2229 |
|