PWAG
Polaris Wealth Advisory Group’s T-Mobile US TMUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.3M | Buy |
109,009
+5,576
| +5% | +$781K | 1.16% | 27 |
|
|
2023
Q2 | $14.4M | Buy |
+103,433
| New | +$14.4M | 1.09% | 30 |
|
|
2022
Q4 | – | Sell |
-93,511
| Closed | -$12.9M | – | 188 |
|
|
2022
Q3 | $12.9M | Buy |
+93,511
| New | +$12.9M | 1.07% | 34 |
|
|
2021
Q3 | – | Sell |
-4,896
| Closed | -$712K | – | 199 |
|
|
2021
Q2 | $712K | Buy |
+4,896
| New | +$712K | 0.04% | 106 |
|