Robertson Stephens 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
Q2 | $488K | Sell |
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|
2025
Q1 | $493K | Buy |
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|
2024
Q4 | $490K | Hold |
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|
2024
Q3 | $708K | Sell |
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|
2024
Q2 | $668K | Buy |
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|
2024
Q1 | $851K | Hold |
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|
2023
Q4 | $806K | Hold |
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|
2023
Q3 | $885K | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $940K | Hold |
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|
2022
Q4 | $859K | Hold |
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|
2022
Q3 | $813K | Hold |
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|
2022
Q2 | $843K | Hold |
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|
2022
Q1 | $895K | Hold |
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|
2021
Q4 | $934K | Buy |
|