Number of Shares
156,822.00
Current Holdings Value*
$6.37 Mil
% of Portfolio
0.4%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
33.18%

Segment Wealth Management, LLC's Polaris Inc Holding Summary

As of 2025-06-30, Segment Wealth Management, LLC held 156,822.00 shares of Polaris Inc(PII), totaling $6.37 Mil. This investment constitutes 0.4% of their stock portfolio, and Segment Wealth Management, LLC now holds 0.28% of the outstanding Polaris Inc(PII) stock.

The initial trade took place in 2017Q1. And since then Segment Wealth Management, LLC has made 2 purchases of PII, at an average price of $42.91, for a total of 174,194.00 shares. In addition, there have been 3 sales at an average price of $90.08 for 17,372.00 shares. Based on historical transaction data and PII's current price of $53.51, Segment Wealth Management, LLC's estimated gain on his PII holdings is $2.48 Mil, reflecting a 33.18% gain to date.

Segment Wealth Management, LLC PII ($53.51) Holding Chart

Segment Wealth Management, LLC PII ($53.51) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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