West Branch 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 | – | Sell |
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|
2025
Q2 | $1.83K | Hold |
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|
2025
Q1 | $1.84K | Hold |
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|
2024
Q4 | $2.59K | Sell |
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|
2024
Q3 | $7.16K | Hold |
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|
2024
Q2 | $6.74K | Hold |
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|
2024
Q1 | $8.61K | Hold |
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|
2023
Q4 | $8.15K | Hold |
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|
2023
Q3 | $8.96K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $9.52K | Hold |
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|
2022
Q4 | $8.69K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $6K | Buy |
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