Corient Private Wealth’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
$7.03M Sell
2025
Q1
$8.75M Sell
2024
Q4
$11.6M Sell
2024
Q3
$24.4M Buy
2024
Q2
$19.2M Buy
2024
Q1
$23.4M Buy
2023
Q4
$22.6M Sell
2023
Q3
$20.4M Buy
2023
Q2
$20.7M Buy
2023
Q1
$17.4M Buy
2022
Q4
$645K Buy