Advisor OS’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $451K | Sell |
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|
2024
Q3 | $915K | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $901K | Buy |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $953K | Buy |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $822K | Buy |
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|
2021
Q2 | $741K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $206K | Buy |
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