CAM
Congress Asset Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
42,404
+549
| +1% | +$160K | 0.08% | 179 |
|
|
2025
Q1 | $13.3M | Buy |
41,855
+2,066
| +5% | +$658K | 0.1% | 166 |
|
|
2024
Q4 | $13.6M | Sell |
39,789
-281,572
| -88% | -$96M | 0.09% | 173 |
|
|
2024
Q3 | $121M | Sell |
321,361
-24,492
| -7% | -$9.23M | 0.83% | 49 |
|
|
2024
Q2 | $106M | Sell |
345,853
-5,657
| -2% | -$1.74M | 0.76% | 60 |
|
|
2024
Q1 | $142M | Sell |
351,510
-1,925
| -0.5% | -$777K | 1.01% | 29 |
|
|
2023
Q4 | $141M | Sell |
353,435
-3,129
| -0.9% | -$1.25M | 1.11% | 18 |
|
|
2023
Q3 | $127M | Buy |
356,564
+1,765
| +0.5% | +$629K | 1.12% | 18 |
|
|
2023
Q2 | $133M | Sell |
354,799
-2,375
| -0.7% | -$890K | 1.15% | 14 |
|
|
2023
Q1 | $122M | Buy |
357,174
+1,050
| +0.3% | +$360K | 1.14% | 24 |
|
|
2022
Q4 | $108M | Sell |
356,124
-3,128
| -0.9% | -$946K | 1.08% | 28 |
|
|
2022
Q3 | $114M | Sell |
359,252
-12,423
| -3% | -$3.95M | 1.23% | 19 |
|
|
2022
Q2 | $131M | Buy |
371,675
+23,549
| +7% | +$8.27M | 1.25% | 14 |
|
|
2022
Q1 | $147M | Sell |
348,126
-7,726
| -2% | -$3.27M | 1.25% | 16 |
|
|
2021
Q4 | $201M | Sell |
355,852
-32,803
| -8% | -$18.6M | 1.53% | 7 |
|
|
2021
Q3 | $169M | Buy |
388,655
+5,629
| +1% | +$2.45M | 1.32% | 13 |
|
|
2021
Q2 | $176M | Sell |
383,026
-33,038
| -8% | -$15.2M | 1.47% | 7 |
|
|
2021
Q1 | $144M | Sell |
416,064
-18,076
| -4% | -$6.24M | 1.3% | 19 |
|
|
2020
Q4 | $162M | Sell |
434,140
-10,729
| -2% | -$4M | 1.52% | 9 |
|
|
2020
Q3 | $149M | Sell |
444,869
-26,277
| -6% | -$8.79M | 1.61% | 7 |
|
|
2020
Q2 | $128M | Sell |
471,146
-65,620
| -12% | -$17.8M | 1.52% | 9 |
|
|
2020
Q1 | $106M | Sell |
536,766
-27,750
| -5% | -$5.46M | 1.61% | 7 |
|
|
2019
Q4 | $120M | Sell |
564,516
-17,281
| -3% | -$3.67M | 1.46% | 7 |
|
|
2019
Q3 | $117M | Sell |
581,797
-37,162
| -6% | -$7.5M | 1.51% | 5 |
|
|
2019
Q2 | $118M | Sell |
618,959
-37,930
| -6% | -$7.24M | 1.5% | 4 |
|
|
2019
Q1 | $108M | Sell |
656,889
-14,655
| -2% | -$2.42M | 1.42% | 9 |
|
|
2018
Q4 | $99.8M | Sell |
671,544
-11,954
| -2% | -$1.78M | 1.5% | 5 |
|
|
2018
Q3 | $114M | Sell |
683,498
-24,080
| -3% | -$4.02M | 1.48% | 6 |
|
|
2018
Q2 | $107M | Sell |
707,578
-15,279
| -2% | -$2.31M | 1.48% | 3 |
|
|
2018
Q1 | $106M | Sell |
722,857
-31,410
| -4% | -$4.59M | 1.49% | 2 |
|
|
2017
Q4 | $97.8M | Buy |
754,267
+26,585
| +4% | +$3.45M | 1.42% | 6 |
|
|
2017
Q3 | $78.7M | Buy |
727,682
+95,157
| +15% | +$10.3M | 1.22% | 25 |
|
|
2017
Q2 | $74.4M | Buy |
632,525
+122,244
| +24% | +$14.4M | 1.33% | 19 |
|
|
2017
Q1 | $60.9M | Buy |
510,281
+503,730
| +7,689% | +$60.1M | 1.16% | 35 |
|
|
2016
Q4 | $684K | Buy |
6,551
+2,846
| +77% | +$297K | 0.01% | 189 |
|
|
2016
Q3 | $350K | Buy |
+3,705
| New | +$350K | 0.01% | 203 |
|