Alliance Wealth Advisors (Utah)’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	$228K	Sell	1,125 -366	-25%	-$86.3K	0.05%	219
2025 Q4	$341K	Sell	1,491 -913	-38%	-$237K	0.07%	203
2025 Q3	$745K	Buy	2,404 +118	+5%	+$37K	0.17%	141
2025 Q2	$666K	Buy	2,286 +97	+4%	+$29.3K	0.16%	131
2025 Q1	$697K	Buy	2,189 +18	+0.8%	+$6.11K	0.18%	123
2024 Q4	$740K	Sell	2,171 -623	-22%	-$227K	0.19%	126
2024 Q3	$1.05M	Buy	2,794 +218	+8%	+$75.4K	0.28%	90
2024 Q2	$792K	Buy	2,576 +153	+6%	+$55.4K	0.23%	104
2024 Q1	$978K	Buy	2,423 +215	+10%	+$84K	0.29%	86
2023 Q4	$880K	Buy	2,208 +75	+4%	+$26.3K	0.3%	84
2023 Q3	$760K	Buy	2,133 +94	+5%	+$34.2K	0.28%	84
2023 Q2	$764K	Buy	2,039 +146	+8%	+$49.9K	0.28%	85
2023 Q1	$648K	Buy	1,893 +177	+10%	+$62.8K	0.26%	94
2022 Q4	$519K	Buy	+1,716	New	+$544K	0.23%	103