Cresset Asset Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $815K | Buy |
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|
2024
Q1 | $997K | Buy |
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|
2023
Q4 | $572K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $838K | Buy |
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|
2023
Q1 | $276K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $229K | Sell |
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|
2022
Q2 | $252K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $244K | Buy |
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|
2021
Q2 | $269K | Sell |
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|
2021
Q1 | $264K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $63K | Buy |
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|
2018
Q4 | $52K | Buy |
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