HM Payson & Co’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 | $94.5K | Buy |
467
+68
| +17% | +$16K | ﹤0.01% | 571 |
|
|
2025
Q4 | $91.3K | Buy |
399
+1
| +0.3% | +$260 | ﹤0.01% | 581 |
|
|
2025
Q3 | $123K | Buy |
398
+6
| +2% | +$1.88K | ﹤0.01% | 523 |
|
|
2025
Q2 | $114K | Buy |
392
+104
| +36% | +$31.5K | ﹤0.01% | 515 |
|
|
2025
Q1 | $91.7K | Buy |
288
+138
| +92% | +$46.8K | ﹤0.01% | 539 |
|
|
2024
Q4 | $51.1K | Hold |
150
| – | – | ﹤0.01% | 638 |
|
|
2024
Q3 | $56.5K | Hold |
150
| – | – | ﹤0.01% | 608 |
|
|
2024
Q2 | $46.1K | Hold |
150
| – | – | ﹤0.01% | 615 |
|
|
2024
Q1 | $60.5K | Hold |
150
| – | – | ﹤0.01% | 564 |
|
|
2023
Q4 | $59.8K | Hold |
150
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $53.4K | Hold |
150
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $56.2K | Hold |
150
| – | – | ﹤0.01% | 559 |
|
|
2023
Q1 | $51.4K | Hold |
150
| – | – | ﹤0.01% | 560 |
|
|
2022
Q4 | $45.4K | Hold |
150
| – | – | ﹤0.01% | 570 |
|
|
2022
Q3 | $48K | Sell |
150
-24
| -14% | -$8.56K | ﹤0.01% | 580 |
|
|
2022
Q2 | $61K | Buy |
174
+24
| +16% | +$9.52K | ﹤0.01% | 556 |
|
|
2022
Q1 | $63K | Hold |
150
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $85K | Hold |
150
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $65K | Sell |
150
-50
| -25% | -$23.7K | ﹤0.01% | 552 |
|
|
2021
Q2 | $92K | Hold |
200
| – | – | ﹤0.01% | 489 |
|
|
2021
Q1 | $69K | Hold |
200
| – | – | ﹤0.01% | 546 |
|
|
2020
Q4 | $75K | Hold |
200
| – | – | ﹤0.01% | 527 |
|
|
2020
Q3 | $67K | Hold |
200
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $54K | Sell |
200
-39
| -16% | -$9.03K | ﹤0.01% | 512 |
|
|
2020
Q1 | $47K | Sell |
239
-1,740
| -88% | -$370K | ﹤0.01% | 510 |
|
|
2019
Q4 | $421K | Hold |
1,979
| – | – | 0.01% | 278 |
|
|
2019
Q3 | $399K | Sell |
1,979
-266
| -12% | -$51.3K | 0.01% | 286 |
|
|
2019
Q2 | $429K | Buy |
+2,245
| New | +$405K | 0.02% | 282 |
|
Other funds holding POOL
VCM
VPM
