Loring Wolcott & Coolidge Fiduciary Advisors’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
Q3 | $563K | Hold |
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|
2025
Q2 | $547K | Hold |
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|
2025
Q1 | $580K | Sell |
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|
2024
Q4 | $729K | Hold |
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|
2024
Q3 | $764K | Hold |
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|
2024
Q2 | $682K | Sell |
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|
2024
Q1 | $746K | Buy |
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|
2023
Q4 | $752K | Hold |
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|
2023
Q3 | $661K | Hold |
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|
2023
Q2 | $759K | Buy |
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|
2023
Q1 | $668K | Hold |
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|
2022
Q4 | $590K | Buy |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $667K | Hold |
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|
2022
Q1 | $803K | Hold |
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|
2021
Q4 | $1.07M | Hold |
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|
2021
Q3 | $825K | Buy |
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|
2021
Q2 | $826K | Hold |
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|
2021
Q1 | $621K | Hold |
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|
2020
Q4 | $671K | Hold |
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|
2020
Q3 | $602K | Hold |
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|
2020
Q2 | $489K | Hold |
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|
2020
Q1 | $354K | Hold |
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|
2019
Q4 | $382K | Hold |
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|
2019
Q3 | $363K | Hold |
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|
2019
Q2 | $344K | Hold |
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|
2019
Q1 | $297K | Hold |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $300K | Hold |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $233K | Hold |
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|
2017
Q3 | $195K | Hold |
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|
2017
Q2 | $195K | Hold |
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|
2017
Q1 | $215K | Hold |
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|
2016
Q4 | $188K | Hold |
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|
2016
Q3 | $170K | Hold |
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|
2016
Q2 | $169K | Hold |
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|
2016
Q1 | $158K | Hold |
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|
2015
Q4 | $145K | Hold |
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|
2015
Q3 | $126K | Hold |
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|
2015
Q2 | $126K | Hold |
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|
2015
Q1 | $126K | Hold |
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|
2014
Q4 | $114K | Hold |
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|
2014
Q3 | $97K | Hold |
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|
2014
Q2 | $102K | Hold |
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|
2014
Q1 | $110K | Hold |
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|
2013
Q4 | $105K | Hold |
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|
2013
Q3 | $101K | Hold |
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|
2013
Q2 | $94K | Buy |
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