Plante Moran Financial 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 | $584 | Hold |
50
| – | – | ﹤0.01% | 719 |
|
|
2025
Q1 | $595 | Hold |
50
| – | – | ﹤0.01% | 742 |
|
|
2024
Q4 | $470 | Hold |
50
| – | – | ﹤0.01% | 857 |
|
|
2024
Q3 | $674 | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2024
Q2 | $486 | Hold |
50
| – | – | ﹤0.01% | 744 |
|
|
2024
Q1 | $709 | Hold |
50
| – | – | ﹤0.01% | 797 |
|
|
2023
Q4 | $797 | Hold |
50
| – | – | ﹤0.01% | 767 |
|
|
2023
Q3 | $770 | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2023
Q2 | $1.13K | Hold |
50
| – | – | ﹤0.01% | 724 |
|
|
2023
Q1 | $1.07K | Hold |
50
| – | – | ﹤0.01% | 736 |
|
|
2022
Q4 | $816 | Hold |
50
| – | – | ﹤0.01% | 775 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 826 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 934 |
|
|
2022
Q1 | $1K | Sell |
50
-1,954
| -98% | -$39.1K | ﹤0.01% | 786 |
|
|
2021
Q4 | $75K | Buy |
+2,004
| New | +$75K | 0.01% | 291 |
|