Integrated Wealth Concepts’s Pool Corp POOL Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $861K | Sell |  | |||||
| 2025 Q1 | $1.32M | Buy |  | |||||
| 2024 Q4 | $1.32M | Buy |  | |||||
| 2024 Q3 | $1.44M | Sell |  | |||||
| 2024 Q2 | $1.2M | Buy |  | |||||
| 2024 Q1 | $1.52M | Buy |  | |||||
| 2023 Q4 | $1.4M | Sell |  | |||||
| 2023 Q3 | $1.63M | Buy |  | |||||
| 2023 Q2 | $1.68M | Buy |  | |||||
| 2023 Q1 | $854K | Buy |  | |||||
| 2022 Q2 | – | Sell |  | |||||
| 2022 Q1 | $221K | Sell |  | |||||
| 2021 Q4 | $1.12M | Sell |  | |||||
| 2021 Q3 | $942K | Buy |  | |||||
| 2021 Q2 | $957K | Buy |  | |||||
| 2021 Q1 | $695K | Buy |  | |||||
| 2020 Q4 | $734K | Buy |  | |||||
| 2020 Q3 | $563K | Buy |  | |||||
| 2020 Q2 | $436K | Buy |  | |||||
| 2020 Q1 | $275K | Sell |  | |||||
| 2019 Q4 | $312K | Buy |  | |||||
| 2019 Q3 | $279K | Buy |  | |||||
| 2019 Q2 | $224K | Buy |  |