Creative Planning’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.83M | Buy |
13,975
+199
| +1% | +$46.9K | ﹤0.01% | 1625 |
|
|
2025
Q4 | $3.15M | Buy |
13,776
+5,336
| +63% | +$1.39M | ﹤0.01% | 1355 |
|
|
2025
Q3 | $2.62M | Buy |
8,440
+1,420
| +20% | +$445K | ﹤0.01% | 1331 |
|
|
2025
Q2 | $2.05M | Buy |
7,020
+647
| +10% | +$196K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $2.03M | Buy |
6,373
+935
| +17% | +$317K | ﹤0.01% | 1164 |
|
|
2024
Q4 | $1.85M | Sell |
5,438
-244
| -4% | -$88.9K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $2.14M | Buy |
5,682
+59
| +1% | +$20.4K | ﹤0.01% | 1026 |
|
|
2024
Q2 | $1.73M | Sell |
5,623
-142
| -2% | -$51.4K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $2.33M | Sell |
5,765
-3,923
| -40% | -$1.53M | ﹤0.01% | 908 |
|
|
2023
Q4 | $3.86M | Buy |
9,688
+700
| +8% | +$245K | 0.01% | 644 |
|
|
2023
Q3 | $3.2M | Buy |
8,988
+106
| +1% | +$38.6K | ﹤0.01% | 669 |
|
|
2023
Q2 | $3.33M | Sell |
8,882
-86
| -1% | -$29.4K | ﹤0.01% | 644 |
|
|
2023
Q1 | $3.07M | Buy |
8,968
+235
| +3% | +$83.4K | ﹤0.01% | 636 |
|
|
2022
Q4 | $2.64M | Sell |
8,733
-9
| -0.1% | -$2.85K | ﹤0.01% | 662 |
|
|
2022
Q3 | $2.78M | Buy |
8,742
+1,526
| +21% | +$544K | ﹤0.01% | 590 |
|
|
2022
Q2 | $2.54M | Buy |
7,216
+2,003
| +38% | +$794K | ﹤0.01% | 637 |
|
|
2022
Q1 | $2.2M | Buy |
5,213
+226
| +5% | +$106K | ﹤0.01% | 685 |
|
|
2021
Q4 | $2.82M | Buy |
4,987
+81
| +2% | +$42.5K | ﹤0.01% | 586 |
|
|
2021
Q3 | $2.13M | Sell |
4,906
-37
| -0.7% | -$17.5K | ﹤0.01% | 668 |
|
|
2021
Q2 | $2.27M | Sell |
4,943
-30
| -0.6% | -$12.6K | ﹤0.01% | 629 |
|
|
2021
Q1 | $1.72M | Sell |
4,973
-78
| -2% | -$27.2K | ﹤0.01% | 788 |
|
|
2020
Q4 | $1.88M | Buy |
5,051
+690
| +16% | +$241K | ﹤0.01% | 694 |
|
|
2020
Q3 | $1.46M | Buy |
4,361
+80
| +2% | +$24.7K | ﹤0.01% | 677 |
|
|
2020
Q2 | $1.16M | Sell |
4,281
-115
| -3% | -$26.6K | ﹤0.01% | 688 |
|
|
2020
Q1 | $865K | Sell |
4,396
-51
| -1% | -$10.9K | ﹤0.01% | 709 |
|
|
2019
Q4 | $944K | Sell |
4,447
-26
| -0.6% | -$5.37K | ﹤0.01% | 813 |
|
|
2019
Q3 | $902K | Buy |
4,473
+112
| +3% | +$21.6K | ﹤0.01% | 804 |
|
|
2019
Q2 | $833K | Sell |
4,361
-30
| -0.7% | -$5.42K | ﹤0.01% | 838 |
|
|
2019
Q1 | $724K | Buy |
4,391
+39
| +0.9% | +$6.05K | ﹤0.01% | 860 |
|
|
2018
Q4 | $647K | Sell |
4,352
-11
| -0.3% | -$1.65K | ﹤0.01% | 844 |
|
|
2018
Q3 | $728K | Buy |
4,363
+59
| +1% | +$9.55K | ﹤0.01% | 896 |
|
|
2018
Q2 | $652K | Buy |
+4,304
| New | +$632K | ﹤0.01% | 945 |
|
|
2017
Q3 | – | Sell |
-57
| Closed | -$7K | – | 3227 |
|
|
2017
Q2 | $7K | Sell |
57
-42
| -42% | -$5.04K | ﹤0.01% | 3837 |
|
|
2017
Q1 | $12K | Buy |
99
+8
| +9% | +$897 | ﹤0.01% | 3483 |
|
|
2016
Q4 | $9K | Sell |
91
-20
| -18% | -$1.97K | ﹤0.01% | 3619 |
|
|
2016
Q3 | $10K | Buy |
111
+65
| +141% | +$6.38K | ﹤0.01% | 3527 |
|
|
2016
Q2 | $4K | Buy |
+46
| New | +$4.13K | ﹤0.01% | 3763 |
|
|
2016
Q1 | – | Sell |
-21
| Closed | -$2K | – | 4471 |
|
|
2015
Q4 | $2K | Buy |
+21
| New | +$1.68K | ﹤0.01% | 4053 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$54K | – | 4303 |
|
|
2014
Q3 | $54K | Sell |
1,000
-34
| -3% | -$1.89K | ﹤0.01% | 1872 |
|
|
2014
Q2 | $58K | Buy |
1,034
+34
| +3% | +$1.98K | ﹤0.01% | 1783 |
|
|
2014
Q1 | $61K | Hold |
1,000
| – | – | ﹤0.01% | 1681 |
|
|
2013
Q4 | $58K | Buy |
+1,000
| New | +$55.2K | ﹤0.01% | 1503 |
|
Other funds holding POOL
VCM
VPM
