Northwestern Mutual Wealth 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 | $228K | Buy |
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|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $98.7K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $561K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $328K | Sell |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $355K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $412K | Sell |
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|
2020
Q4 | $315K | Sell |
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|
2020
Q3 | $313K | Buy |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $153K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $250K | Buy |
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|
2019
Q2 | $207K | Buy |
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|
2019
Q1 | $188K | Sell |
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|
2018
Q4 | $211K | Sell |
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|
2018
Q3 | $326K | Buy |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $303K | Sell |
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|
2017
Q4 | $337K | Buy |
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|
2017
Q3 | $271K | Sell |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | $193K | Sell |
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|
2016
Q4 | $193K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $335K | Buy |
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|
2016
Q1 | $323K | Buy |
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|
2015
Q4 | $87K | Sell |
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|
2015
Q3 | $142K | Buy |
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|
2015
Q2 | $162K | Sell |
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|
2015
Q1 | $154K | Sell |
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|
2014
Q4 | $167K | Buy |
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|
2014
Q3 | $121K | Sell |
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|
2014
Q2 | $109K | Buy |
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|
2014
Q1 | $25K | Buy |
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|
2013
Q4 | $7K | Buy |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $2K | Buy |
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