Steward Partners Investment Advisory’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 | $3.34K | Hold |
|
|||||
|
2025
Q1 | $3.4K | Hold |
|
|||||
|
2024
Q4 | $2.69K | Hold |
|
|||||
|
2024
Q3 | $3.85K | Hold |
|
|||||
|
2024
Q2 | $2.78K | Hold |
|
|||||
|
2024
Q1 | $4.05K | Hold |
|
|||||
|
2023
Q4 | $4.56K | Hold |
|
|||||
|
2023
Q3 | $4.4K | Hold |
|
|||||
|
2023
Q2 | $6.44K | Hold |
|
|||||
|
2023
Q1 | $6.11K | Hold |
|
|||||
|
2022
Q4 | $4.67K | Sell |
|
|||||
|
2022
Q3 | $17K | Hold |
|
|||||
|
2022
Q2 | $14K | Hold |
|
|||||
|
2022
Q1 | $21K | Sell |
|
|||||
|
2021
Q4 | $32K | Buy |
|