Carson Wealth (CWM LLC)’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 | $963K | Buy |
4,761
+4,235
| +805% | +$998K | ﹤0.01% | 1561 |
|
|
2025
Q4 | $120K | Sell |
526
-118
| -18% | -$30.7K | ﹤0.01% | 2932 |
|
|
2025
Q3 | $200K | Sell |
644
-32
| -5% | -$10K | ﹤0.01% | 2444 |
|
|
2025
Q2 | $197K | Sell |
676
-196
| -22% | -$59.3K | ﹤0.01% | 2187 |
|
|
2025
Q1 | $278K | Buy |
872
+23
| +3% | +$7.8K | ﹤0.01% | 1717 |
|
|
2024
Q4 | $290K | Buy |
849
+72
| +9% | +$26.2K | ﹤0.01% | 1614 |
|
|
2024
Q3 | $293K | Buy |
777
+28
| +4% | +$9.69K | ﹤0.01% | 1551 |
|
|
2024
Q2 | $230K | Sell |
749
-73
| -9% | -$26.4K | ﹤0.01% | 1517 |
|
|
2024
Q1 | $332K | Buy |
822
+203
| +33% | +$79.3K | ﹤0.01% | 1292 |
|
|
2023
Q4 | $247K | Sell |
619
-26
| -4% | -$9.12K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $230K | Buy |
645
+101
| +19% | +$36.8K | ﹤0.01% | 1256 |
|
|
2023
Q2 | $204K | Buy |
544
+120
| +28% | +$41K | ﹤0.01% | 1246 |
|
|
2023
Q1 | $145K | Buy |
424
+53
| +14% | +$18.8K | ﹤0.01% | 1331 |
|
|
2022
Q4 | $112K | Sell |
371
-152
| -29% | -$48.1K | ﹤0.01% | 1334 |
|
|
2022
Q3 | $166K | Sell |
523
-163
| -24% | -$58.2K | ﹤0.01% | 1127 |
|
|
2022
Q2 | $241K | Buy |
686
+185
| +37% | +$73.4K | ﹤0.01% | 970 |
|
|
2022
Q1 | $212K | Buy |
501
+229
| +84% | +$107K | ﹤0.01% | 1015 |
|
|
2021
Q4 | $154K | Buy |
+272
| New | +$143K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2021
Q1 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q4 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q3 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2020
Q1 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q4 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q3 | $70K | Hold |
153
| – | – | ﹤0.01% | 1268 |
|
|
2019
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1267 |
|
|
2019
Q1 | $70K | Buy |
153
+147
| +2,450% | +$22.8K | ﹤0.01% | 1267 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1964 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1724 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1311 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1387 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1406 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$673 | ﹤0.01% | 1093 |
|
Other funds holding POOL
VCM
VPM
