Creative Planning’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.51M | Buy |
119,469
+5,869
| +5% | +$368K | ﹤0.01% | 992 |
|
|
2025
Q4 | $7.19M | Buy |
113,600
+8,308
| +8% | +$547K | 0.01% | 769 |
|
|
2025
Q3 | $6.12M | Buy |
105,292
+14,290
| +16% | +$771K | ﹤0.01% | 761 |
|
|
2025
Q2 | $3.7M | Sell |
91,002
-15,162
| -14% | -$571K | ﹤0.01% | 916 |
|
|
2025
Q1 | $4.35M | Buy |
106,164
+38,573
| +57% | +$1.84M | ﹤0.01% | 764 |
|
|
2024
Q4 | $3.89M | Sell |
67,591
-1,220
| -2% | -$84.9K | ﹤0.01% | 766 |
|
|
2024
Q3 | $5.73M | Buy |
68,811
+7,198
| +12% | +$585K | 0.01% | 595 |
|
|
2024
Q2 | $4.82M | Buy |
61,613
+4,561
| +8% | +$386K | 0.01% | 626 |
|
|
2024
Q1 | $5.71M | Buy |
57,052
+4,310
| +8% | +$396K | 0.01% | 568 |
|
|
2023
Q4 | $5M | Buy |
52,742
+2,434
| +5% | +$223K | 0.01% | 565 |
|
|
2023
Q3 | $5.24M | Buy |
50,308
+2,110
| +4% | +$251K | 0.01% | 518 |
|
|
2023
Q2 | $5.83M | Buy |
48,198
+9,713
| +25% | +$1.07M | 0.01% | 479 |
|
|
2023
Q1 | $4.26M | Buy |
38,485
+2,352
| +7% | +$261K | 0.01% | 546 |
|
|
2022
Q4 | $3.65M | Sell |
36,133
-436
| -1% | -$45.4K | 0.01% | 558 |
|
|
2022
Q3 | $3.5M | Sell |
36,569
-2,187
| -6% | -$245K | 0.01% | 530 |
|
|
2022
Q2 | $3.85M | Buy |
38,756
+18,715
| +93% | +$1.94M | 0.01% | 530 |
|
|
2022
Q1 | $2.11M | Buy |
20,041
+132
| +0.7% | +$15K | ﹤0.01% | 703 |
|
|
2021
Q4 | $2.19M | Buy |
19,909
+855
| +4% | +$101K | ﹤0.01% | 663 |
|
|
2021
Q3 | $2.28M | Buy |
19,054
+2,202
| +13% | +$280K | ﹤0.01% | 650 |
|
|
2021
Q2 | $2.31M | Sell |
16,852
-5,022
| -23% | -$681K | ﹤0.01% | 619 |
|
|
2021
Q1 | $2.92M | Sell |
21,874
-249
| -1% | -$30.3K | 0.01% | 572 |
|
|
2020
Q4 | $2.11M | Sell |
22,123
-3,961
| -15% | -$379K | ﹤0.01% | 655 |
|
|
2020
Q3 | $2.46M | Buy |
26,084
+2,417
| +10% | +$238K | 0.01% | 490 |
|
|
2020
Q2 | $2.19M | Buy |
23,667
+7,999
| +51% | +$610K | 0.01% | 469 |
|
|
2020
Q1 | $754K | Buy |
15,668
+2,033
| +15% | +$167K | ﹤0.01% | 753 |
|
|
2019
Q4 | $1.39M | Buy |
13,635
+2,052
| +18% | +$199K | ﹤0.01% | 653 |
|
|
2019
Q3 | $1.02M | Buy |
11,583
+304
| +3% | +$26.4K | ﹤0.01% | 748 |
|
|
2019
Q2 | $1.03M | Buy |
11,279
+330
| +3% | +$30.1K | ﹤0.01% | 752 |
|
|
2019
Q1 | $924K | Buy |
10,949
+8
| +0.1% | +$679 | ﹤0.01% | 760 |
|
|
2018
Q4 | $839K | Sell |
10,941
-1,012
| -8% | -$90.9K | ﹤0.01% | 739 |
|
|
2018
Q3 | $1.21M | Buy |
11,953
+593
| +5% | +$66.2K | ﹤0.01% | 686 |
|
|
2018
Q2 | $1.39M | Buy |
11,360
+278
| +3% | +$32.5K | 0.01% | 582 |
|
|
2018
Q1 | $1.27M | Sell |
11,082
-657
| -6% | -$79K | 0.01% | 612 |
|
|
2017
Q4 | $1.46M | Buy |
11,739
+204
| +2% | +$24.2K | 0.01% | 553 |
|
|
2017
Q3 | $1.21M | Buy |
11,535
+539
| +5% | +$51.1K | 0.01% | 630 |
|
|
2017
Q2 | $1.01M | Buy |
10,996
+411
| +4% | +$35.2K | 0.01% | 684 |
|
|
2017
Q1 | $887K | Sell |
10,585
-293
| -3% | -$25.2K | ﹤0.01% | 724 |
|
|
2016
Q4 | $896K | Buy |
10,878
+477
| +5% | +$38.9K | 0.01% | 667 |
|
|
2016
Q3 | $805K | Sell |
10,401
-164
| -2% | -$14.2K | 0.01% | 682 |
|
|
2016
Q2 | $864K | Buy |
10,565
+531
| +5% | +$47.1K | 0.01% | 559 |
|
|
2016
Q1 | $988K | Sell |
10,034
-782
| -7% | -$67.8K | 0.01% | 511 |
|
|
2015
Q4 | $930K | Buy |
10,816
+1,238
| +13% | +$131K | 0.01% | 525 |
|
|
2015
Q3 | $1.15M | Buy |
+9,578
| New | +$1.3M | 0.01% | 442 |
|
|
2015
Q2 | – | Sell |
-9,417
| Closed | -$1.33M | – | 2479 |
|
|
2015
Q1 | $1.33M | Buy |
9,417
+62
| +0.7% | +$9.14K | 0.01% | 378 |
|
|
2014
Q4 | $1.42M | Sell |
9,355
-258
| -3% | -$38.7K | 0.01% | 347 |
|
|
2014
Q3 | $1.44M | Buy |
9,613
+5,840
| +155% | +$844K | 0.02% | 311 |
|
|
2014
Q2 | $491K | Buy |
3,773
+158
| +4% | +$20.9K | 0.01% | 652 |
|
|
2014
Q1 | $505K | Buy |
3,615
+1,462
| +68% | +$197K | 0.01% | 616 |
|
|
2013
Q4 | $314K | Buy |
2,153
+971
| +82% | +$130K | 0.01% | 663 |
|
|
2013
Q3 | $153K | Sell |
1,182
-960
| -45% | -$108K | ﹤0.01% | 881 |
|
|
2013
Q2 | $203K | Buy |
+2,142
| New | +$194K | ﹤0.01% | 682 |
|
Other funds holding PII
VPM
VCM
