LGWM
Litman Gregory Wealth Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
11,321
+599
| +6% | +$175K | 0.26% | 52 |
|
|
2025
Q1 | $3.41M | Buy |
10,722
+1,260
| +13% | +$401K | 0.29% | 50 |
|
|
2024
Q4 | $3.23M | Sell |
9,462
-26
| -0.3% | -$8.86K | 0.28% | 46 |
|
|
2024
Q3 | $3.58M | Sell |
9,488
-151
| -2% | -$56.9K | 0.3% | 45 |
|
|
2024
Q2 | $2.96M | Buy |
9,639
+288
| +3% | +$88.5K | 0.26% | 47 |
|
|
2024
Q1 | $3.77M | Sell |
9,351
-28
| -0.3% | -$11.3K | 0.34% | 46 |
|
|
2023
Q4 | $3.74M | Buy |
9,379
+1,200
| +15% | +$478K | 0.35% | 47 |
|
|
2023
Q3 | $2.91M | Buy |
+8,179
| New | +$2.91M | 0.3% | 48 |
|