Integrated Wealth Concepts’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 | $861K | Sell |
2,953
-1,195
| -29% | -$348K | 0.01% | 1007 |
|
|
2025
Q1 | $1.32M | Buy |
4,148
+280
| +7% | +$89.1K | 0.02% | 709 |
|
|
2024
Q4 | $1.32M | Buy |
3,868
+53
| +1% | +$18.1K | 0.02% | 705 |
|
|
2024
Q3 | $1.44M | Sell |
3,815
-101
| -3% | -$38K | 0.02% | 658 |
|
|
2024
Q2 | $1.2M | Buy |
3,916
+148
| +4% | +$45.5K | 0.02% | 681 |
|
|
2024
Q1 | $1.52M | Buy |
3,768
+250
| +7% | +$101K | 0.02% | 599 |
|
|
2023
Q4 | $1.4M | Sell |
3,518
-1,066
| -23% | -$425K | 0.02% | 602 |
|
|
2023
Q3 | $1.63M | Buy |
4,584
+88
| +2% | +$31.4K | 0.03% | 519 |
|
|
2023
Q2 | $1.68M | Buy |
4,496
+2,002
| +80% | +$750K | 0.03% | 524 |
|
|
2023
Q1 | $854K | Buy |
+2,494
| New | +$854K | 0.02% | 674 |
|
|
2022
Q2 | – | Sell |
-523
| Closed | -$221K | – | 1055 |
|
|
2022
Q1 | $221K | Sell |
523
-1,462
| -74% | -$618K | 0.01% | 845 |
|
|
2021
Q4 | $1.12M | Sell |
1,985
-183
| -8% | -$104K | 0.03% | 380 |
|
|
2021
Q3 | $942K | Buy |
2,168
+82
| +4% | +$35.6K | 0.03% | 399 |
|
|
2021
Q2 | $957K | Buy |
2,086
+72
| +4% | +$33K | 0.03% | 365 |
|
|
2021
Q1 | $695K | Buy |
2,014
+44
| +2% | +$15.2K | 0.03% | 387 |
|
|
2020
Q4 | $734K | Buy |
1,970
+288
| +17% | +$107K | 0.03% | 311 |
|
|
2020
Q3 | $563K | Buy |
1,682
+80
| +5% | +$26.8K | 0.03% | 318 |
|
|
2020
Q2 | $436K | Buy |
1,602
+203
| +15% | +$55.2K | 0.03% | 321 |
|
|
2020
Q1 | $275K | Sell |
1,399
-68
| -5% | -$13.4K | 0.03% | 326 |
|
|
2019
Q4 | $312K | Buy |
1,467
+86
| +6% | +$18.3K | 0.03% | 361 |
|
|
2019
Q3 | $279K | Buy |
1,381
+209
| +18% | +$42.2K | 0.03% | 327 |
|
|
2019
Q2 | $224K | Buy |
+1,172
| New | +$224K | 0.03% | 341 |
|