Zuckerman Investment Group’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 | $21.9M | Buy |
1,873,724
+30,031
| +2% | +$350K | 2.12% | 19 |
|
|
2025
Q1 | $21.9M | Sell |
1,843,693
-101,290
| -5% | -$1.2M | 2.35% | 15 |
|
|
2024
Q4 | $26.7M | Buy |
1,944,983
+125,073
| +7% | +$1.72M | 2.56% | 11 |
|
|
2024
Q3 | $24.5M | Buy |
1,819,910
+593,314
| +48% | +$7.99M | 2.52% | 13 |
|
|
2024
Q2 | $11.9M | Sell |
1,226,596
-51,563
| -4% | -$501K | 1.38% | 32 |
|
|
2024
Q1 | $18.1M | Buy |
1,278,159
+267,119
| +26% | +$3.79M | 2.06% | 17 |
|
|
2023
Q4 | $16.1M | Buy |
1,011,040
+292,028
| +41% | +$4.65M | 2.08% | 18 |
|
|
2023
Q3 | $11.1M | Buy |
719,012
+313,338
| +77% | +$4.82M | 1.58% | 28 |
|
|
2023
Q2 | $9.14M | Sell |
405,674
-1,455
| -0.4% | -$32.8K | 1.31% | 30 |
|
|
2023
Q1 | $8.7M | Buy |
407,129
+547
| +0.1% | +$11.7K | 1.32% | 30 |
|
|
2022
Q4 | $6.64M | Buy |
+406,582
| New | +$6.64M | 1.05% | 37 |
|