Heritage Family Offices’s Pool Corp POOL Stock Holding History

Heritage Family Offices’s Portfolio POOL Stock Details POOL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$297K	Sell
2025 Q3	$529K	Buy
2025 Q2	$521K	Hold
2025 Q1	$527K	Buy
2024 Q4	$441K	Buy
2024 Q3	$482K	Buy
2024 Q2	$384K	Buy