Plante Moran Financial 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
Q3 | $323 | Hold |
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|
2025
Q2 | $584 | Hold |
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|
2025
Q1 | $595 | Hold |
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|
2024
Q4 | $470 | Hold |
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|
2024
Q3 | $674 | Hold |
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|
2024
Q2 | $486 | Hold |
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|
2024
Q1 | $709 | Hold |
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|
2023
Q4 | $797 | Hold |
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|
2023
Q3 | $770 | Hold |
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|
2023
Q2 | $1.13K | Hold |
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|
2023
Q1 | $1.07K | Hold |
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|
2022
Q4 | $816 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $75K | Buy |
|