Carson Wealth (CWM LLC)’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
676
-196
| -22% | -$57.1K | ﹤0.01% | 2185 |
|
|
2025
Q1 | $278K | Buy |
872
+23
| +3% | +$7.33K | ﹤0.01% | 1715 |
|
|
2024
Q4 | $290K | Buy |
849
+72
| +9% | +$24.6K | ﹤0.01% | 1612 |
|
|
2024
Q3 | $293K | Buy |
777
+28
| +4% | +$10.6K | ﹤0.01% | 1550 |
|
|
2024
Q2 | $230K | Sell |
749
-73
| -9% | -$22.4K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $332K | Buy |
822
+203
| +33% | +$82K | ﹤0.01% | 1291 |
|
|
2023
Q4 | $247K | Sell |
619
-26
| -4% | -$10.4K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $230K | Buy |
645
+101
| +19% | +$36K | ﹤0.01% | 1255 |
|
|
2023
Q2 | $204K | Buy |
544
+120
| +28% | +$45K | ﹤0.01% | 1244 |
|
|
2023
Q1 | $145K | Buy |
424
+53
| +14% | +$18.1K | ﹤0.01% | 1328 |
|
|
2022
Q4 | $112K | Sell |
371
-152
| -29% | -$45.9K | ﹤0.01% | 1332 |
|
|
2022
Q3 | $166K | Sell |
523
-163
| -24% | -$51.7K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $241K | Buy |
686
+185
| +37% | +$65K | ﹤0.01% | 968 |
|
|
2022
Q1 | $212K | Buy |
501
+229
| +84% | +$96.9K | ﹤0.01% | 1013 |
|
|
2021
Q4 | $154K | Buy |
+272
| New | +$154K | ﹤0.01% | 1129 |
|
|
2021
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2021
Q1 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q4 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q3 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q1 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q4 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q3 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q2 | $70K | Hold |
153
| – | – | ﹤0.01% | 1266 |
|
|
2019
Q1 | $70K | Buy |
153
+147
| +2,450% | +$67.3K | ﹤0.01% | 1266 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1958 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1569 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1386 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1405 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1123 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1092 |
|