Mitchell & Pahl Private Wealth’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Buy |
13,530
+2,370
| +21% | +$96.3K | 0.24% | 126 |
|
|
2025
Q1 | $457K | Buy |
11,160
+801
| +8% | +$32.8K | 0.21% | 127 |
|
|
2024
Q4 | $597K | Buy |
10,359
+989
| +11% | +$57K | 0.28% | 114 |
|
|
2024
Q3 | $780K | Buy |
9,370
+354
| +4% | +$29.5K | 0.36% | 103 |
|
|
2024
Q2 | $706K | Buy |
9,016
+301
| +3% | +$23.6K | 0.37% | 98 |
|
|
2024
Q1 | $873K | Buy |
8,715
+983
| +13% | +$98.4K | 0.46% | 82 |
|
|
2023
Q4 | $733K | Sell |
7,732
-488
| -6% | -$46.2K | 0.42% | 92 |
|
|
2023
Q3 | $856K | Buy |
8,220
+752
| +10% | +$78.3K | 0.51% | 69 |
|
|
2023
Q2 | $903K | Buy |
7,468
+136
| +2% | +$16.4K | 0.55% | 63 |
|
|
2023
Q1 | $811K | Sell |
7,332
-30
| -0.4% | -$3.32K | 0.51% | 67 |
|
|
2022
Q4 | $744K | Buy |
7,362
+57
| +0.8% | +$5.76K | 0.49% | 78 |
|
|
2022
Q3 | $699K | Sell |
7,305
-479
| -6% | -$45.8K | 0.52% | 73 |
|
|
2022
Q2 | $773K | Buy |
7,784
+780
| +11% | +$77.5K | 0.54% | 69 |
|
|
2022
Q1 | $738K | Buy |
7,004
+1,071
| +18% | +$113K | 0.47% | 77 |
|
|
2021
Q4 | $652K | Buy |
5,933
+381
| +7% | +$41.9K | 0.42% | 77 |
|
|
2021
Q3 | $664K | Buy |
5,552
+147
| +3% | +$17.6K | 0.48% | 75 |
|
|
2021
Q2 | $740K | Buy |
5,405
+407
| +8% | +$55.7K | 0.53% | 68 |
|
|
2021
Q1 | $667K | Buy |
4,998
+376
| +8% | +$50.2K | 0.52% | 68 |
|
|
2020
Q4 | $440K | Buy |
+4,622
| New | +$440K | 0.37% | 84 |
|