Congress Wealth Management’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 | $2.92M | Buy |
10,027
+554
| +6% | +$162K | 0.03% | 495 |
|
|
2025
Q1 | $3.02M | Buy |
9,473
+1,644
| +21% | +$523K | 0.04% | 412 |
|
|
2024
Q4 | $2.67M | Sell |
7,829
-35,015
| -82% | -$11.9M | 0.04% | 370 |
|
|
2024
Q3 | $16.1M | Sell |
42,844
-1,114
| -3% | -$420K | 0.22% | 137 |
|
|
2024
Q2 | $13.5M | Buy |
43,958
+883
| +2% | +$271K | 0.21% | 137 |
|
|
2024
Q1 | $17.4M | Buy |
43,075
+479
| +1% | +$193K | 0.3% | 86 |
|
|
2023
Q4 | $17M | Sell |
42,596
-442
| -1% | -$176K | 0.31% | 78 |
|
|
2023
Q3 | $15.3M | Buy |
43,038
+1,327
| +3% | +$473K | 0.32% | 73 |
|
|
2023
Q2 | $15.6M | Sell |
41,711
-99
| -0.2% | -$37.1K | 0.36% | 62 |
|
|
2023
Q1 | $14.3M | Buy |
41,810
+2,000
| +5% | +$685K | 0.35% | 64 |
|
|
2022
Q4 | $12M | Sell |
39,810
-632
| -2% | -$191K | 0.31% | 86 |
|
|
2022
Q3 | $12.9M | Buy |
40,442
+1,517
| +4% | +$483K | 0.35% | 66 |
|
|
2022
Q2 | $13.7M | Sell |
38,925
-500
| -1% | -$176K | 0.35% | 64 |
|
|
2022
Q1 | $16.7M | Buy |
39,425
+1
| +0% | +$423 | 0.36% | 62 |
|
|
2021
Q4 | $22.3M | Buy |
+39,424
| New | +$22.3M | 0.44% | 59 |
|