LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
1,875
| – | – | ﹤0.01% | 205 |
|
|
2025
Q1 | $580K | Sell |
1,875
-150
| -7% | -$46.4K | 0.01% | 201 |
|
|
2024
Q4 | $729K | Hold |
2,025
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $764K | Hold |
2,025
| – | – | 0.01% | 184 |
|
|
2024
Q2 | $682K | Sell |
2,025
-15
| -0.7% | -$5.05K | 0.01% | 183 |
|
|
2024
Q1 | $746K | Buy |
2,040
+15
| +0.7% | +$5.49K | 0.01% | 170 |
|
|
2023
Q4 | $752K | Hold |
2,025
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $661K | Hold |
2,025
| – | – | 0.01% | 175 |
|
|
2023
Q2 | $759K | Buy |
2,025
+75
| +4% | +$28.1K | 0.01% | 167 |
|
|
2023
Q1 | $668K | Hold |
1,950
| – | – | 0.01% | 177 |
|
|
2022
Q4 | $590K | Buy |
1,950
+150
| +8% | +$45.4K | 0.01% | 186 |
|
|
2022
Q3 | $573K | Sell |
1,800
-100
| -5% | -$31.8K | 0.01% | 187 |
|
|
2022
Q2 | $667K | Hold |
1,900
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $803K | Hold |
1,900
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $1.08M | Hold |
1,900
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $825K | Buy |
1,900
+100
| +6% | +$43.4K | 0.01% | 181 |
|
|
2021
Q2 | $826K | Hold |
1,800
| – | – | 0.01% | 186 |
|
|
2021
Q1 | $621K | Hold |
1,800
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $671K | Hold |
1,800
| – | – | 0.01% | 182 |
|
|
2020
Q3 | $602K | Hold |
1,800
| – | – | 0.01% | 175 |
|
|
2020
Q2 | $489K | Hold |
1,800
| – | – | 0.01% | 178 |
|
|
2020
Q1 | $354K | Hold |
1,800
| – | – | 0.01% | 194 |
|
|
2019
Q4 | $382K | Hold |
1,800
| – | – | 0.01% | 220 |
|
|
2019
Q3 | $363K | Hold |
1,800
| – | – | 0.01% | 218 |
|
|
2019
Q2 | $344K | Hold |
1,800
| – | – | 0.01% | 219 |
|
|
2019
Q1 | $297K | Hold |
1,800
| – | – | ﹤0.01% | 223 |
|
|
2018
Q4 | $268K | Hold |
1,800
| – | – | ﹤0.01% | 231 |
|
|
2018
Q3 | $300K | Hold |
1,800
| – | – | ﹤0.01% | 234 |
|
|
2018
Q2 | $273K | Hold |
1,800
| – | – | ﹤0.01% | 249 |
|
|
2018
Q1 | $263K | Hold |
1,800
| – | – | ﹤0.01% | 247 |
|
|
2017
Q4 | $233K | Hold |
1,800
| – | – | ﹤0.01% | 264 |
|
|
2017
Q3 | $195K | Hold |
1,800
| – | – | ﹤0.01% | 282 |
|
|
2017
Q2 | $195K | Hold |
1,800
| – | – | ﹤0.01% | 276 |
|
|
2017
Q1 | $215K | Hold |
1,800
| – | – | ﹤0.01% | 269 |
|
|
2016
Q4 | $188K | Hold |
1,800
| – | – | ﹤0.01% | 271 |
|
|
2016
Q3 | $170K | Hold |
1,800
| – | – | ﹤0.01% | 277 |
|
|
2016
Q2 | $169K | Hold |
1,800
| – | – | ﹤0.01% | 270 |
|
|
2016
Q1 | $158K | Hold |
1,800
| – | – | ﹤0.01% | 265 |
|
|
2015
Q4 | $145K | Hold |
1,800
| – | – | ﹤0.01% | 299 |
|
|
2015
Q3 | $126K | Hold |
1,800
| – | – | ﹤0.01% | 330 |
|
|
2015
Q2 | $126K | Hold |
1,800
| – | – | ﹤0.01% | 330 |
|
|
2015
Q1 | $126K | Hold |
1,800
| – | – | ﹤0.01% | 339 |
|
|
2014
Q4 | $114K | Hold |
1,800
| – | – | ﹤0.01% | 343 |
|
|
2014
Q3 | $97K | Hold |
1,800
| – | – | ﹤0.01% | 347 |
|
|
2014
Q2 | $102K | Hold |
1,800
| – | – | ﹤0.01% | 358 |
|
|
2014
Q1 | $110K | Hold |
1,800
| – | – | ﹤0.01% | 330 |
|
|
2013
Q4 | $105K | Hold |
1,800
| – | – | ﹤0.01% | 326 |
|
|
2013
Q3 | $101K | Hold |
1,800
| – | – | ﹤0.01% | 307 |
|
|
2013
Q2 | $94K | Buy |
+1,800
| New | +$94K | ﹤0.01% | 327 |
|