Zurich Cantonal Bank’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 | $208K | Hold |
17,814
| – | – | ﹤0.01% | 2117 |
|
|
2025
Q1 | $212K | Buy |
17,814
+3,941
| +28% | +$46.9K | ﹤0.01% | 2073 |
|
|
2024
Q4 | $130K | Buy |
13,873
+5,137
| +59% | +$48.3K | ﹤0.01% | 2337 |
|
|
2024
Q3 | $118K | Hold |
8,736
| – | – | ﹤0.01% | 2365 |
|
|
2024
Q2 | $84.9K | Hold |
8,736
| – | – | ﹤0.01% | 2434 |
|
|
2024
Q1 | $124K | Hold |
8,736
| – | – | ﹤0.01% | 2294 |
|
|
2023
Q4 | $139K | Sell |
8,736
-1,925
| -18% | -$30.7K | ﹤0.01% | 2285 |
|
|
2023
Q3 | $164K | Buy |
10,661
+2,686
| +34% | +$41.3K | ﹤0.01% | 2097 |
|
|
2023
Q2 | $180K | Buy |
7,975
+1,718
| +27% | +$38.7K | ﹤0.01% | 1993 |
|
|
2023
Q1 | $134K | Hold |
6,257
| – | – | ﹤0.01% | 2113 |
|
|
2022
Q4 | $102K | Buy |
6,257
+1,925
| +44% | +$31.4K | ﹤0.01% | 2250 |
|
|
2022
Q3 | $85K | Buy |
+4,332
| New | +$85K | ﹤0.01% | 2343 |
|