HWM
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HighMark Wealth Management’s Polaris PII Stock Holding History

HighMark Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.6K Buy
310
+180
+138% +$7.32K 0.01% 276
2025
Q1 		$5.32K Buy
+130
New +$5.32K ﹤0.01% 364