Investment Advisory Services’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
Q2 | – | Sell |
-3,198
| Closed | -$647K | – | 144 |
|
|
2026
Q1 | $647K | Hold |
3,198
| – | – | 0.21% | 69 |
|
|
2025
Q4 | $732K | Sell |
3,198
-148
| -4% | -$38.5K | 0.23% | 68 |
|
|
2025
Q3 | $1.04M | Buy |
3,346
+1
| +0% | +$313 | 0.33% | 54 |
|
|
2025
Q2 | $975K | Sell |
3,345
-200
| -6% | -$60.5K | 0.33% | 56 |
|
|
2025
Q1 | $1.13M | Sell |
3,545
-37
| -1% | -$12.6K | 0.41% | 51 |
|
|
2024
Q4 | $1.22M | Sell |
3,582
-122
| -3% | -$44.5K | 0.43% | 51 |
|
|
2024
Q3 | $1.4M | Sell |
3,704
-3
| -0.1% | -$1.04K | 0.49% | 45 |
|
|
2024
Q2 | $1.14M | Sell |
3,707
-89
| -2% | -$32.2K | 0.42% | 49 |
|
|
2024
Q1 | $1.53M | Buy |
3,796
+1
| +0% | +$391 | 0.56% | 42 |
|
|
2023
Q4 | $1.51M | Sell |
3,795
-98
| -3% | -$34.4K | 0.6% | 43 |
|
|
2023
Q3 | $1.39M | Sell |
3,893
-21
| -0.5% | -$7.64K | 0.6% | 44 |
|
|
2023
Q2 | $1.47M | Buy |
3,914
+1
| +0% | +$342 | 0.62% | 42 |
|
|
2023
Q1 | $1.34M | Hold |
3,913
| – | – | 0.66% | 45 |
|
|
2022
Q4 | $1.18M | Buy |
3,913
+4
| +0.1% | +$1.27K | 0.61% | 44 |
|
|
2022
Q3 | $1.24M | Buy |
3,909
+30
| +0.8% | +$10.7K | 0.74% | 37 |
|
|
2022
Q2 | $1.36M | Hold |
3,879
| – | – | 0.79% | 39 |
|
|
2022
Q1 | $1.64M | Buy |
3,879
+1
| +0% | +$467 | 0.91% | 35 |
|
|
2021
Q4 | $2.19M | Sell |
3,878
-288
| -7% | -$151K | 1.2% | 24 |
|
|
2021
Q3 | $1.81M | Hold |
4,166
| – | – | 1.11% | 27 |
|
|
2021
Q2 | $1.91M | Buy |
+4,166
| New | +$1.75M | 1.18% | 26 |
|
|
2020
Q4 | $1.55M | Buy |
4,153
+18
| +0.4% | +$6.28K | 1.08% | 31 |
|
|
2020
Q3 | $1.38M | Buy |
4,135
+67
| +2% | +$20.7K | 1.09% | 27 |
|
|
2020
Q2 | $1.11M | Buy |
4,068
+65
| +2% | +$15K | 0.95% | 32 |
|
|
2020
Q1 | $796K | Buy |
+4,003
| New | +$852K | 0.85% | 37 |
|
Other funds holding POOL
ERP
DC
TA
GWMI
CIG
TIM
YIH
FB