Plante Moran Financial Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $37.8K | Hold |
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|
2025
Q3 | $34.7K | Hold |
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|
2025
Q2 | $24.3K | Hold |
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|
2025
Q1 | $24.4K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $62.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $250K | Buy |
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|
2018
Q1 | $93K | Hold |
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|
2017
Q4 | $100K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $8K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $30K | Buy |
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