Meridian 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 | $951K | Hold |
3,261
| – | – | 0.04% | 320 |
|
|
2025
Q1 | $1.04M | Sell |
3,261
-124
| -4% | -$39.5K | 0.05% | 288 |
|
|
2024
Q4 | $1.15M | Sell |
3,385
-15
| -0.4% | -$5.11K | 0.05% | 265 |
|
|
2024
Q3 | $1.28M | Buy |
3,400
+26
| +0.8% | +$9.8K | 0.06% | 236 |
|
|
2024
Q2 | $1.04M | Buy |
+3,374
| New | +$1.04M | 0.12% | 111 |
|
|
2024
Q1 | – | Sell |
-3,667
| Closed | -$1.46M | – | 416 |
|
|
2023
Q4 | $1.46M | Buy |
3,667
+172
| +5% | +$68.6K | 0.09% | 208 |
|
|
2023
Q3 | $1.24M | Sell |
3,495
-76
| -2% | -$27.1K | 0.08% | 206 |
|
|
2023
Q2 | $1.34M | Sell |
3,571
-70
| -2% | -$26.2K | 0.11% | 162 |
|
|
2023
Q1 | $1.25M | Hold |
3,641
| – | – | 0.11% | 173 |
|
|
2022
Q4 | $1.1M | Hold |
3,641
| – | – | 0.11% | 179 |
|
|
2022
Q3 | $1.16M | Sell |
3,641
-3,188
| -47% | -$1.01M | 0.12% | 168 |
|
|
2022
Q2 | $2.4M | Buy |
6,829
+6,301
| +1,193% | +$2.21M | 0.2% | 129 |
|
|
2022
Q1 | $223K | Hold |
528
| – | – | 0.02% | 357 |
|
|
2021
Q4 | $299K | Sell |
528
-5
| -0.9% | -$2.83K | 0.03% | 316 |
|
|
2021
Q3 | $232K | Buy |
533
+2
| +0.4% | +$871 | 0.03% | 356 |
|
|
2021
Q2 | $244K | Buy |
+531
| New | +$244K | 0.03% | 339 |
|