Mitchell & Pahl Private Wealth’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 | $811K | Buy |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $597K | Buy |
|
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|
2024
Q3 | $780K | Buy |
|
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|
2024
Q2 | $706K | Buy |
|
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|
2024
Q1 | $873K | Buy |
|
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|
2023
Q4 | $733K | Sell |
|
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|
2023
Q3 | $856K | Buy |
|
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|
2023
Q2 | $903K | Buy |
|
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|
2023
Q1 | $811K | Sell |
|
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|
2022
Q4 | $744K | Buy |
|
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $773K | Buy |
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|
2022
Q1 | $738K | Buy |
|
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|
2021
Q4 | $652K | Buy |
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|
2021
Q3 | $664K | Buy |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $440K | Buy |
|