HighPoint Advisor 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 | $461K | Buy |
39,464
+2,276
| +6% | +$26.6K | 0.02% | 397 |
|
|
2025
Q1 | $387K | Buy |
37,188
+256
| +0.7% | +$2.67K | 0.02% | 416 |
|
|
2024
Q4 | $553K | Sell |
36,932
-17,477
| -32% | -$262K | 0.03% | 350 |
|
|
2024
Q3 | $755K | Buy |
54,409
+22,684
| +72% | +$315K | 0.04% | 281 |
|
|
2024
Q2 | $327K | Sell |
31,725
-2,747
| -8% | -$28.3K | 0.02% | 446 |
|
|
2024
Q1 | $344K | Buy |
34,472
+6,271
| +22% | +$62.6K | 0.02% | 428 |
|
|
2023
Q4 | $371K | Buy |
+28,201
| New | +$371K | 0.03% | 421 |
|
|
2022
Q2 | $860K | Buy |
+48,587
| New | +$860K | 0.09% | 174 |
|