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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
|
|||||
|
2025
Q1 | $2.03M | Buy |
|
|||||
|
2024
Q4 | $1.85M | Sell |
|
|||||
|
2024
Q3 | $2.14M | Buy |
|
|||||
|
2024
Q2 | $1.73M | Sell |
|
|||||
|
2024
Q1 | $2.33M | Sell |
|
|||||
|
2023
Q4 | $3.86M | Buy |
|
|||||
|
2023
Q3 | $3.2M | Buy |
|
|||||
|
2023
Q2 | $3.33M | Sell |
|
|||||
|
2023
Q1 | $3.07M | Buy |
|
|||||
|
2022
Q4 | $2.64M | Sell |
|
|||||
|
2022
Q3 | $2.78M | Buy |
|
|||||
|
2022
Q2 | $2.54M | Buy |
|
|||||
|
2022
Q1 | $2.2M | Buy |
|
|||||
|
2021
Q4 | $2.82M | Buy |
|
|||||
|
2021
Q3 | $2.13M | Sell |
|
|||||
|
2021
Q2 | $2.27M | Sell |
|
|||||
|
2021
Q1 | $1.72M | Sell |
|
|||||
|
2020
Q4 | $1.88M | Buy |
|
|||||
|
2020
Q3 | $1.46M | Buy |
|
|||||
|
2020
Q2 | $1.16M | Sell |
|
|||||
|
2020
Q1 | $865K | Sell |
|
|||||
|
2019
Q4 | $944K | Sell |
|
|||||
|
2019
Q3 | $902K | Buy |
|
|||||
|
2019
Q2 | $833K | Sell |
|
|||||
|
2019
Q1 | $724K | Buy |
|
|||||
|
2018
Q4 | $647K | Sell |
|
|||||
|
2018
Q3 | $728K | Buy |
|
|||||
|
2018
Q2 | $652K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $7K | Sell |
|
|||||
|
2017
Q1 | $12K | Buy |
|
|||||
|
2016
Q4 | $9K | Sell |
|
|||||
|
2016
Q3 | $10K | Buy |
|
|||||
|
2016
Q2 | $4K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $2K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $54K | Sell |
|
|||||
|
2014
Q2 | $58K | Buy |
|
|||||
|
2014
Q1 | $61K | Hold |
|
|||||
|
2013
Q4 | $58K | Buy |
|