Congress Wealth Management’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
|
|||||
|
2025
Q1 | $3.02M | Buy |
|
|||||
|
2024
Q4 | $2.67M | Sell |
|
|||||
|
2024
Q3 | $16.1M | Sell |
|
|||||
|
2024
Q2 | $13.5M | Buy |
|
|||||
|
2024
Q1 | $17.4M | Buy |
|
|||||
|
2023
Q4 | $17M | Sell |
|
|||||
|
2023
Q3 | $15.3M | Buy |
|
|||||
|
2023
Q2 | $15.6M | Sell |
|
|||||
|
2023
Q1 | $14.3M | Buy |
|
|||||
|
2022
Q4 | $12M | Sell |
|
|||||
|
2022
Q3 | $12.9M | Buy |
|
|||||
|
2022
Q2 | $13.7M | Sell |
|
|||||
|
2022
Q1 | $16.7M | Buy |
|
|||||
|
2021
Q4 | $22.3M | Buy |
|