Robertson Stephens Wealth Management’s Polaris PII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
12,007
-31
| -0.3% | -$1.26K | 0.02% | 366 |
|
|
2025
Q1 | $493K | Buy |
12,038
+3,538
| +42% | +$145K | 0.02% | 363 |
|
|
2024
Q4 | $490K | Hold |
8,500
| – | – | 0.02% | 360 |
|
|
2024
Q3 | $708K | Sell |
8,500
-24
| -0.3% | -$2K | 0.03% | 336 |
|
|
2024
Q2 | $668K | Buy |
8,524
+24
| +0.3% | +$1.88K | 0.03% | 281 |
|
|
2024
Q1 | $851K | Hold |
8,500
| – | – | 0.05% | 256 |
|
|
2023
Q4 | $806K | Hold |
8,500
| – | – | 0.05% | 245 |
|
|
2023
Q3 | $885K | Sell |
8,500
-1
| -0% | -$104 | 0.06% | 222 |
|
|
2023
Q2 | $1.03M | Buy |
8,501
+1
| +0% | +$121 | 0.07% | 188 |
|
|
2023
Q1 | $940K | Hold |
8,500
| – | – | 0.07% | 203 |
|
|
2022
Q4 | $859K | Hold |
8,500
| – | – | 0.08% | 193 |
|
|
2022
Q3 | $813K | Hold |
8,500
| – | – | 0.08% | 172 |
|
|
2022
Q2 | $843K | Hold |
8,500
| – | – | 0.08% | 173 |
|
|
2022
Q1 | $895K | Hold |
8,500
| – | – | 0.08% | 189 |
|
|
2021
Q4 | $934K | Buy |
+8,500
| New | +$934K | 0.08% | 191 |
|