JGP Wealth Management’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 | $9.94M | Buy |
34,099
+151
| +0.4% | +$44K | 1.2% | 27 |
|
|
2025
Q1 | $10.8M | Sell |
33,948
-79
| -0.2% | -$25.1K | 1.42% | 24 |
|
|
2024
Q4 | $11.6M | Buy |
34,027
+1,587
| +5% | +$541K | 1.5% | 22 |
|
|
2024
Q3 | $12.2M | Sell |
32,440
-3,194
| -9% | -$1.2M | 1.57% | 23 |
|
|
2024
Q2 | $11M | Sell |
35,634
-19
| -0.1% | -$5.84K | 1.56% | 22 |
|
|
2024
Q1 | $14.4M | Sell |
35,653
-3,080
| -8% | -$1.24M | 2.09% | 11 |
|
|
2023
Q4 | $15.4M | Buy |
38,733
+714
| +2% | +$285K | 2.29% | 11 |
|
|
2023
Q3 | $13.5M | Buy |
38,019
+625
| +2% | +$223K | 2.27% | 10 |
|
|
2023
Q2 | $14M | Buy |
37,394
+1,003
| +3% | +$376K | 2.29% | 10 |
|
|
2023
Q1 | $12.5M | Buy |
36,391
+894
| +3% | +$306K | 2.19% | 14 |
|
|
2022
Q4 | $10.7M | Buy |
35,497
+22,559
| +174% | +$6.82M | 1.97% | 17 |
|
|
2022
Q3 | $4.16M | Sell |
12,938
-17,866
| -58% | -$5.75M | 0.88% | 41 |
|
|
2022
Q2 | $11.5M | Buy |
30,804
+1,500
| +5% | +$559K | 2.32% | 11 |
|
|
2022
Q1 | $12.4M | Buy |
29,304
+766
| +3% | +$323K | 2.28% | 12 |
|
|
2021
Q4 | $15.1M | Buy |
28,538
+474
| +2% | +$251K | 2.81% | 5 |
|
|
2021
Q3 | $12.2M | Sell |
28,064
-39
| -0.1% | -$16.9K | 2.63% | 7 |
|
|
2021
Q2 | $12.9M | Buy |
+28,103
| New | +$12.9M | 2.77% | 5 |
|