PWAG
Polaris Wealth Advisory Group’s Aramark ARMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-362,284
| Closed | -$12.9M | – | 109 |
|
|
2016
Q4 | $12.9M | Sell |
362,284
-26,507
| -7% | -$947K | 1.5% | 33 |
|
|
2016
Q3 | $14.8M | Buy |
388,791
+13,017
| +3% | +$495K | 1.77% | 28 |
|
|
2016
Q2 | $12.6M | Buy |
375,774
+43,105
| +13% | +$1.44M | 1.95% | 25 |
|
|
2016
Q1 | $11M | Buy |
332,669
+71,584
| +27% | +$2.37M | 1.72% | 30 |
|
|
2015
Q4 | $8.42M | Buy |
261,085
+51,324
| +24% | +$1.66M | 1.36% | 40 |
|
|
2015
Q3 | $6.22M | Buy |
209,761
+34,706
| +20% | +$1.03M | 1.27% | 42 |
|
|
2015
Q2 | $5.42M | Buy |
175,055
+25,427
| +17% | +$787K | 1.08% | 41 |
|
|
2015
Q1 | $4.73M | Buy |
+149,628
| New | +$4.73M | 0.86% | 51 |
|