NewEdge Advisors’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
Q2 | $1.72K | Hold |
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|
2025
Q1 | $1.75K | Hold |
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|
2024
Q4 | $1.38K | Hold |
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|
2024
Q3 | $1.98K | Sell |
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|
2024
Q2 | $12.6K | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $753K | Buy |
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|
2023
Q1 | $473K | Buy |
|
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|
2022
Q4 | $3.62K | Sell |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $379K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.46M | Buy |
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