Heritage Family Offices’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	$521K	Hold	1,655	–	–	0.26%	90
2025 Q1	$527K	Buy	1,655 +362	+28%	+$115K	0.27%	89
2024 Q4	$441K	Buy	1,293 +15	+1%	+$5.12K	0.22%	94
2024 Q3	$482K	Buy	1,278 +28	+2%	+$10.6K	0.25%	85
2024 Q2	$384K	Buy	+1,250	New	+$384K	0.21%	95