Avantax Advisory Services’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 | $614K | Sell |
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|
2025
Q1 | $727K | Buy |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $728K | Sell |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $867K | Sell |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $573K | Buy |
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|
2022
Q4 | $276K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $691K | Buy |
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