Jones Financial Companies’s Portillo's PTLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4K | Buy |
6,885
+2,552
| +59% | +$29.4K | ﹤0.01% | 2033 |
|
|
2025
Q1 | $51.6K | Buy |
4,333
+506
| +13% | +$6.02K | ﹤0.01% | 2050 |
|
|
2024
Q4 | $36K | Buy |
3,827
+651
| +20% | +$6.12K | ﹤0.01% | 2010 |
|
|
2024
Q3 | $41.9K | Buy |
3,176
+1,226
| +63% | +$16.2K | ﹤0.01% | 1708 |
|
|
2024
Q2 | $19K | Buy |
+1,950
| New | +$19K | ﹤0.01% | 1553 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$797 | – | 1433 |
|
|
2023
Q4 | $797 | Buy |
+50
| New | +$797 | ﹤0.01% | 976 |
|