MWM
POOL icon

Meridian Wealth Management’s Pool Corp POOL Stock Holding History

Meridian Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$583K Sell
2,882
-207
-7% -$48.8K 0.02% 478
2025
Q4 		$707K Sell
3,089
-112
-3% -$29.1K 0.02% 414
2025
Q3 		$993K Sell
3,201
-60
-2% -$18.8K 0.04% 330
2025
Q2 		$951K Hold
3,261
– – 0.04% 320
2025
Q1 		$1.04M Sell
3,261
-124
-4% -$42.1K 0.05% 288
2024
Q4 		$1.15M Sell
3,385
-15
-0.4% -$5.47K 0.05% 265
2024
Q3 		$1.28M Buy
3,400
+26
+0.8% +$8.99K 0.06% 236
2024
Q2 		$1.04M Buy
+3,374
New +$1.22M 0.12% 111
2024
Q1 		– Sell
-3,667
Closed -$1.46M – 415
2023
Q4 		$1.46M Buy
3,667
+172
+5% +$60.3K 0.09% 208
2023
Q3 		$1.24M Sell
3,495
-76
-2% -$27.7K 0.08% 206
2023
Q2 		$1.34M Sell
3,571
-70
-2% -$23.9K 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% -$1.14M 0.12% 168
2022
Q2 		$2.4M Buy
6,829
+6,301
+1,193% +$2.5M 0.2% 129
2022
Q1 		$223K Hold
528
– – 0.02% 357
2021
Q4 		$299K Sell
528
-5
-0.9% -$2.62K 0.03% 316
2021
Q3 		$232K Buy
533
+2
+0.4% +$948 0.03% 356
2021
Q2 		$244K Buy
+531
New +$224K 0.03% 339

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