UBS Group’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 | $10.7M | Buy |
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|
2025
Q1 | $9.36M | Sell |
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|
2024
Q4 | $22.5M | Buy |
|
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|
2024
Q3 | $12.7M | Buy |
|
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|
2024
Q2 | $1.99M | Buy |
|
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|
2024
Q1 | $884K | Buy |
|
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|
2023
Q4 | $859K | Buy |
|
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|
2023
Q3 | $463K | Sell |
|
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|
2023
Q2 | $1.35M | Buy |
|
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|
2023
Q1 | $305K | Sell |
|
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|
2022
Q4 | $456K | Sell |
|
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|
2022
Q3 | $924K | Buy |
|
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|
2022
Q2 | $690K | Sell |
|
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|
2022
Q1 | $1.47M | Sell |
|
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|
2021
Q4 | $4.02M | Buy |
|