Cerity Partners’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,645
+2,796
| +151% | +$815K | ﹤0.01% | 1386 |
|
|
2025
Q1 | $589K | Sell |
1,849
-674
| -27% | -$215K | ﹤0.01% | 1668 |
|
|
2024
Q4 | $914K | Buy |
2,523
+261
| +12% | +$94.5K | ﹤0.01% | 1466 |
|
|
2024
Q3 | $852K | Buy |
2,262
+101
| +5% | +$38.1K | ﹤0.01% | 1478 |
|
|
2024
Q2 | $664K | Sell |
2,161
-1,442
| -40% | -$443K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $1.45M | Buy |
3,603
+2,490
| +224% | +$1M | ﹤0.01% | 1110 |
|
|
2023
Q4 | $444K | Buy |
+1,113
| New | +$444K | ﹤0.01% | 1319 |
|
|
2023
Q3 | – | Sell |
-1,599
| Closed | -$599K | – | 1636 |
|
|
2023
Q2 | $599K | Buy |
1,599
+108
| +7% | +$40.5K | ﹤0.01% | 1106 |
|
|
2023
Q1 | $511K | Buy |
1,491
+25
| +2% | +$8.56K | ﹤0.01% | 1276 |
|
|
2022
Q4 | $443K | Sell |
1,466
-661
| -31% | -$200K | ﹤0.01% | 985 |
|
|
2022
Q3 | $677K | Buy |
2,127
+133
| +7% | +$42.3K | 0.01% | 608 |
|
|
2022
Q2 | $700K | Buy |
1,994
+709
| +55% | +$249K | 0.01% | 642 |
|
|
2022
Q1 | $544K | Buy |
+1,285
| New | +$544K | 0.01% | 572 |
|
|
2019
Q2 | – | Sell |
-1,293
| Closed | -$213K | – | 566 |
|
|
2019
Q1 | $213K | Buy |
+1,293
| New | +$213K | 0.01% | 493 |
|