MAI Capital 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
Q3
$35.2K Sell
2025
Q2
$32.8K Buy
2025
Q1
$29.3K Buy
2024
Q4
$37.6K Buy
2016
Q1
Sell
2015
Q4
$410K Hold
2015
Q3
$572K Hold
2015
Q2
$707K Sell
2015
Q1
$688K Sell
2014
Q4
$744K Sell
2014
Q3
$746K Buy