HB 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 | $387K | Sell |
1,328
-4
| -0.3% | -$1.17K | ﹤0.01% | 823 |
|
|
2025
Q1 | $424K | Buy |
1,332
+184
| +16% | +$58.6K | ﹤0.01% | 804 |
|
|
2024
Q4 | $391K | Buy |
1,148
+4
| +0.3% | +$1.36K | ﹤0.01% | 705 |
|
|
2024
Q3 | $431K | Sell |
1,144
-25
| -2% | -$9.42K | ﹤0.01% | 634 |
|
|
2024
Q2 | $359K | Buy |
1,169
+56
| +5% | +$17.2K | ﹤0.01% | 640 |
|
|
2024
Q1 | $449K | Sell |
1,113
-157
| -12% | -$63.4K | 0.01% | 535 |
|
|
2023
Q4 | $506K | Buy |
1,270
+117
| +10% | +$46.6K | 0.01% | 458 |
|
|
2023
Q3 | $411K | Buy |
1,153
+222
| +24% | +$79.1K | 0.01% | 485 |
|
|
2023
Q2 | $349K | Sell |
931
-22
| -2% | -$8.24K | 0.01% | 508 |
|
|
2023
Q1 | $326K | Sell |
953
-3
| -0.3% | -$1.03K | 0.01% | 511 |
|
|
2022
Q4 | $289K | Buy |
956
+23
| +2% | +$6.95K | 0.01% | 523 |
|
|
2022
Q3 | $297K | Sell |
933
-136
| -13% | -$43.3K | 0.01% | 440 |
|
|
2022
Q2 | $375K | Buy |
1,069
+34
| +3% | +$11.9K | 0.01% | 400 |
|
|
2022
Q1 | $438K | Buy |
1,035
+84
| +9% | +$35.5K | 0.01% | 371 |
|
|
2021
Q4 | $538K | Buy |
+951
| New | +$538K | 0.01% | 308 |
|