MAI Capital Management’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
Q1 | $85.2K | Buy |
421
+286
| +212% | +$67.4K | ﹤0.01% | 1920 |
|
|
2025
Q4 | $30.9K | Buy |
135
+18
| +15% | +$4.68K | ﹤0.01% | 2285 |
|
|
2025
Q3 | $36.3K | Sell |
117
-19
| -14% | -$5.96K | ﹤0.01% | 2108 |
|
|
2025
Q2 | $39.6K | Sell |
136
-64
| -32% | -$19.4K | ﹤0.01% | 1990 |
|
|
2025
Q1 | $63.7K | Sell |
200
-52
| -21% | -$17.6K | ﹤0.01% | 1622 |
|
|
2024
Q4 | $86K | Buy |
+252
| New | +$91.8K | ﹤0.01% | 1509 |
|
|
2024
Q3 | – | Sell |
-1,036
| Closed | -$318K | – | 1212 |
|
|
2024
Q2 | $318K | Buy |
1,036
+6
| +0.6% | +$2.17K | ﹤0.01% | 968 |
|
|
2024
Q1 | $416K | Buy |
1,030
+346
| +51% | +$135K | ﹤0.01% | 873 |
|
|
2023
Q4 | $273K | Buy |
+684
| New | +$240K | ﹤0.01% | 906 |
|
|
2022
Q3 | – | Sell |
-4,286
| Closed | -$1.5M | – | 1018 |
|
|
2022
Q2 | $1.5M | Buy |
4,286
+67
| +2% | +$26.6K | 0.03% | 308 |
|
|
2022
Q1 | $1.78M | Sell |
4,219
-1,304
| -24% | -$609K | 0.03% | 288 |
|
|
2021
Q4 | $3.13M | Buy |
5,523
+1,268
| +30% | +$665K | 0.05% | 215 |
|
|
2021
Q3 | $1.85M | Buy |
4,255
+62
| +1% | +$29.4K | 0.04% | 251 |
|
|
2021
Q2 | $1.92M | Sell |
4,193
-230
| -5% | -$96.8K | 0.04% | 243 |
|
|
2021
Q1 | $1.53M | Sell |
4,423
-180
| -4% | -$62.7K | 0.03% | 265 |
|
|
2020
Q4 | $1.72M | Sell |
4,603
-9
| -0.2% | -$3.14K | 0.04% | 221 |
|
|
2020
Q3 | $1.54M | Sell |
4,612
-811
| -15% | -$251K | 0.05% | 209 |
|
|
2020
Q2 | $1.47M | Sell |
5,423
-205
| -4% | -$47.5K | 0.05% | 207 |
|
|
2020
Q1 | $1.11M | Buy |
5,628
+126
| +2% | +$26.8K | 0.05% | 222 |
|
|
2019
Q4 | $1.17M | Sell |
5,502
-438
| -7% | -$90.4K | 0.04% | 254 |
|
|
2019
Q3 | $1.2M | Buy |
5,940
+180
| +3% | +$34.7K | 0.05% | 216 |
|
|
2019
Q2 | $1.1M | Buy |
5,760
+365
| +7% | +$65.9K | 0.05% | 232 |
|
|
2019
Q1 | $890K | Sell |
5,395
-400
| -7% | -$62.1K | 0.05% | 228 |
|
|
2018
Q4 | $861K | Sell |
5,795
-510
| -8% | -$76.3K | 0.05% | 231 |
|
|
2018
Q3 | $1.05M | Sell |
6,305
-375
| -6% | -$60.7K | 0.05% | 218 |
|
|
2018
Q2 | $1.01M | Sell |
6,680
-320
| -5% | -$47K | 0.05% | 217 |
|
|
2018
Q1 | $1.02M | Sell |
7,000
-300
| -4% | -$41.3K | 0.06% | 215 |
|
|
2017
Q4 | $946K | Buy |
7,300
+10
| +0.1% | +$1.22K | 0.05% | 227 |
|
|
2017
Q3 | $789K | Hold |
7,290
| – | – | 0.05% | 236 |
|
|
2017
Q2 | $857K | Sell |
7,290
-150
| -2% | -$18K | 0.06% | 219 |
|
|
2017
Q1 | $888K | Buy |
+7,440
| New | +$834K | 0.06% | 207 |
|
Other funds holding POOL
VCM
VPM
