Northwestern Mutual Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
3,449
+1,037
| +43% | +$42.2K | ﹤0.01% | 1887 |
|
|
2025
Q1 | $98.7K | Sell |
2,412
-13
| -0.5% | -$532 | ﹤0.01% | 1933 |
|
|
2024
Q4 | $140K | Sell |
2,425
-3,985
| -62% | -$230K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $534K | Sell |
6,410
-754
| -11% | -$62.8K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $561K | Buy |
7,164
+1,822
| +34% | +$143K | ﹤0.01% | 1217 |
|
|
2024
Q1 | $535K | Buy |
5,342
+244
| +5% | +$24.4K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $483K | Buy |
5,098
+111
| +2% | +$10.5K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $519K | Buy |
4,987
+636
| +15% | +$66.2K | ﹤0.01% | 1141 |
|
|
2023
Q2 | $526K | Sell |
4,351
-12,282
| -74% | -$1.49M | ﹤0.01% | 1138 |
|
|
2023
Q1 | $1.84M | Buy |
16,633
+13,100
| +371% | +$1.45M | ﹤0.01% | 707 |
|
|
2022
Q4 | $357K | Buy |
3,533
+110
| +3% | +$11.1K | ﹤0.01% | 1226 |
|
|
2022
Q3 | $328K | Sell |
3,423
-115
| -3% | -$11K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $353K | Buy |
3,538
+162
| +5% | +$16.2K | ﹤0.01% | 1184 |
|
|
2022
Q1 | $355K | Buy |
3,376
+48
| +1% | +$5.05K | ﹤0.01% | 1209 |
|
|
2021
Q4 | $365K | Sell |
3,328
-119
| -3% | -$13.1K | ﹤0.01% | 1201 |
|
|
2021
Q3 | $412K | Sell |
3,447
-12
| -0.3% | -$1.43K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $474K | Buy |
3,459
+377
| +12% | +$51.7K | ﹤0.01% | 1004 |
|
|
2021
Q1 | $412K | Sell |
3,082
-226
| -7% | -$30.2K | ﹤0.01% | 990 |
|
|
2020
Q4 | $315K | Sell |
3,308
-6
| -0.2% | -$571 | ﹤0.01% | 985 |
|
|
2020
Q3 | $313K | Buy |
3,314
+334
| +11% | +$31.5K | ﹤0.01% | 884 |
|
|
2020
Q2 | $276K | Sell |
2,980
-180
| -6% | -$16.7K | ﹤0.01% | 864 |
|
|
2020
Q1 | $153K | Sell |
3,160
-421
| -12% | -$20.4K | ﹤0.01% | 979 |
|
|
2019
Q4 | $364K | Buy |
3,581
+740
| +26% | +$75.2K | ﹤0.01% | 753 |
|
|
2019
Q3 | $250K | Buy |
2,841
+574
| +25% | +$50.5K | ﹤0.01% | 821 |
|
|
2019
Q2 | $207K | Buy |
2,267
+46
| +2% | +$4.2K | ﹤0.01% | 874 |
|
|
2019
Q1 | $188K | Sell |
2,221
-536
| -19% | -$45.4K | ﹤0.01% | 877 |
|
|
2018
Q4 | $211K | Sell |
2,757
-475
| -15% | -$36.4K | ﹤0.01% | 784 |
|
|
2018
Q3 | $326K | Buy |
3,232
+261
| +9% | +$26.3K | ﹤0.01% | 676 |
|
|
2018
Q2 | $363K | Buy |
2,971
+322
| +12% | +$39.3K | ﹤0.01% | 611 |
|
|
2018
Q1 | $303K | Sell |
2,649
-70
| -3% | -$8.01K | ﹤0.01% | 638 |
|
|
2017
Q4 | $337K | Buy |
2,719
+126
| +5% | +$15.6K | ﹤0.01% | 593 |
|
|
2017
Q3 | $271K | Sell |
2,593
-385
| -13% | -$40.2K | ﹤0.01% | 613 |
|
|
2017
Q2 | $275K | Buy |
2,978
+680
| +30% | +$62.8K | ﹤0.01% | 606 |
|
|
2017
Q1 | $193K | Sell |
2,298
-55
| -2% | -$4.62K | ﹤0.01% | 657 |
|
|
2016
Q4 | $193K | Buy |
+2,353
| New | +$193K | ﹤0.01% | 656 |
|
|
2016
Q3 | – | Sell |
-4,106
| Closed | -$335K | – | 1157 |
|
|
2016
Q2 | $335K | Buy |
4,106
+831
| +25% | +$67.8K | ﹤0.01% | 483 |
|
|
2016
Q1 | $323K | Buy |
3,275
+2,261
| +223% | +$223K | 0.01% | 478 |
|
|
2015
Q4 | $87K | Sell |
1,014
-172
| -15% | -$14.8K | ﹤0.01% | 659 |
|
|
2015
Q3 | $142K | Buy |
1,186
+93
| +9% | +$11.1K | ﹤0.01% | 534 |
|
|
2015
Q2 | $162K | Sell |
1,093
-1
| -0.1% | -$148 | ﹤0.01% | 475 |
|
|
2015
Q1 | $154K | Sell |
1,094
-12
| -1% | -$1.69K | ﹤0.01% | 467 |
|
|
2014
Q4 | $167K | Buy |
1,106
+298
| +37% | +$45K | 0.01% | 439 |
|
|
2014
Q3 | $121K | Sell |
808
-32
| -4% | -$4.79K | ﹤0.01% | 470 |
|
|
2014
Q2 | $109K | Buy |
840
+659
| +364% | +$85.5K | ﹤0.01% | 474 |
|
|
2014
Q1 | $25K | Buy |
181
+128
| +242% | +$17.7K | ﹤0.01% | 719 |
|
|
2013
Q4 | $7K | Buy |
53
+30
| +130% | +$3.96K | ﹤0.01% | 993 |
|
|
2013
Q3 | $3K | Hold |
23
| – | – | ﹤0.01% | 1114 |
|
|
2013
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1117 |
|