Union Heritage Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Hold |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $618K | Hold |
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|
2024
Q3 | $893K | Hold |
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|
2024
Q2 | $840K | Hold |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $808K | Hold |
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|
2023
Q3 | $888K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $943K | Hold |
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|
2022
Q4 | $861K | Hold |
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|
2022
Q3 | $815K | Hold |
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|
2022
Q2 | $846K | Hold |
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|
2022
Q1 | $898K | Hold |
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|
2021
Q4 | $937K | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.14M | Buy |
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