Nisa Investment Advisors’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 | $8.9K | Buy |
763
+571
| +297% | +$6.66K | ﹤0.01% | 2317 |
|
|
2025
Q1 | $2.28K | Buy |
192
+103
| +116% | +$1.23K | ﹤0.01% | 2435 |
|
|
2024
Q4 | $837 | Sell |
89
-72
| -45% | -$677 | ﹤0.01% | 2716 |
|
|
2024
Q3 | $2.17K | Buy |
161
+57
| +55% | +$768 | ﹤0.01% | 2381 |
|
|
2024
Q2 | $1.01K | Buy |
104
+8
| +8% | +$78 | ﹤0.01% | 2514 |
|
|
2024
Q1 | $1.36K | Buy |
96
+56
| +140% | +$794 | ﹤0.01% | 2306 |
|
|
2023
Q4 | $637 | Hold |
40
| – | – | ﹤0.01% | 2358 |
|
|
2023
Q3 | $616 | Buy |
40
+16
| +67% | +$246 | ﹤0.01% | 2485 |
|
|
2023
Q2 | $541 | Hold |
24
| – | – | ﹤0.01% | 2543 |
|
|
2023
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 2441 |
|
|
2022
Q4 | $0 | Hold |
24
| – | – | ﹤0.01% | 2685 |
|
|
2022
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 2630 |
|
|
2022
Q2 | – | Sell |
-390
| Closed | -$10K | – | 2484 |
|
|
2022
Q1 | $10K | Buy |
+390
| New | +$10K | ﹤0.01% | 2205 |
|