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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-939
| Closed | -$215K | – | 618 |
|
|
2025
Q4 | $215K | Buy |
939
+6
| +0.6% | +$1.56K | 0.02% | 456 |
|
|
2025
Q3 | $289K | Sell |
933
-186
| -17% | -$58.3K | 0.03% | 376 |
|
|
2025
Q2 | $326K | Sell |
1,119
-151
| -12% | -$45.7K | 0.03% | 340 |
|
|
2025
Q1 | $404K | Sell |
1,270
-53
| -4% | -$18K | 0.05% | 264 |
|
|
2024
Q4 | $451K | Sell |
1,323
-1,105
| -46% | -$403K | 0.05% | 239 |
|
|
2024
Q3 | $915K | Sell |
2,428
-1,289
| -35% | -$446K | 0.09% | 163 |
|
|
2024
Q2 | $1.14M | Buy |
3,717
+40
| +1% | +$14.5K | 0.13% | 140 |
|
|
2024
Q1 | $1.48M | Buy |
3,677
+377
| +11% | +$147K | 0.17% | 106 |
|
|
2023
Q4 | $1.32M | Sell |
3,300
-167
| -5% | -$58.5K | 0.17% | 106 |
|
|
2023
Q3 | $1.23M | Buy |
3,467
+176
| +5% | +$64.1K | 0.19% | 100 |
|
|
2023
Q2 | $1.23M | Buy |
3,291
+138
| +4% | +$47.2K | 0.2% | 94 |
|
|
2023
Q1 | $1.08M | Buy |
3,153
+174
| +6% | +$61.7K | 0.26% | 98 |
|
|
2022
Q4 | $901K | Buy |
2,979
+746
| +33% | +$236K | 0.24% | 99 |
|
|
2022
Q3 | $711K | Sell |
2,233
-482
| -18% | -$172K | 0.21% | 97 |
|
|
2022
Q2 | $953K | Buy |
2,715
+262
| +11% | +$104K | 0.28% | 78 |
|
|
2022
Q1 | $1.04M | Buy |
2,453
+315
| +15% | +$147K | 0.3% | 78 |
|
|
2021
Q4 | $1.21M | Buy |
2,138
+245
| +13% | +$128K | 0.25% | 92 |
|
|
2021
Q3 | $822K | Buy |
1,893
+278
| +17% | +$132K | 0.18% | 108 |
|
|
2021
Q2 | $741K | Buy |
1,615
+675
| +72% | +$284K | 0.15% | 109 |
|
|
2021
Q1 | $325K | Buy |
940
+389
| +71% | +$135K | 0.07% | 152 |
|
|
2020
Q4 | $206K | Buy |
+551
| New | +$192K | 0.06% | 132 |
|
Other funds holding POOL
VCM
VPM
