Mitchell & Pahl Private Wealth’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 | $927K | Buy |
3,182
+199
| +7% | +$58K | 0.41% | 86 |
|
|
2025
Q1 | $950K | Buy |
2,983
+25
| +0.8% | +$7.96K | 0.44% | 80 |
|
|
2024
Q4 | $1.01M | Buy |
2,958
+180
| +6% | +$61.4K | 0.47% | 75 |
|
|
2024
Q3 | $1.05M | Buy |
2,778
+120
| +5% | +$45.2K | 0.49% | 77 |
|
|
2024
Q2 | $817K | Buy |
2,658
+33
| +1% | +$10.1K | 0.43% | 86 |
|
|
2024
Q1 | $1.06M | Buy |
2,625
+144
| +6% | +$58.1K | 0.56% | 70 |
|
|
2023
Q4 | $989K | Buy |
2,481
+19
| +0.8% | +$7.58K | 0.56% | 67 |
|
|
2023
Q3 | $877K | Buy |
2,462
+241
| +11% | +$85.8K | 0.52% | 66 |
|
|
2023
Q2 | $832K | Buy |
2,221
+34
| +2% | +$12.7K | 0.5% | 66 |
|
|
2023
Q1 | $749K | Buy |
2,187
+77
| +4% | +$26.4K | 0.47% | 76 |
|
|
2022
Q4 | $638K | Buy |
2,110
+176
| +9% | +$53.2K | 0.42% | 86 |
|
|
2022
Q3 | $616K | Buy |
1,934
+93
| +5% | +$29.6K | 0.46% | 81 |
|
|
2022
Q2 | $647K | Buy |
1,841
+369
| +25% | +$130K | 0.45% | 84 |
|
|
2022
Q1 | $623K | Buy |
1,472
+112
| +8% | +$47.4K | 0.4% | 85 |
|
|
2021
Q4 | $770K | Buy |
1,360
+162
| +14% | +$91.7K | 0.49% | 69 |
|
|
2021
Q3 | $520K | Buy |
1,198
+33
| +3% | +$14.3K | 0.37% | 85 |
|
|
2021
Q2 | $534K | Buy |
1,165
+96
| +9% | +$44K | 0.38% | 84 |
|
|
2021
Q1 | $369K | Buy |
1,069
+41
| +4% | +$14.2K | 0.29% | 110 |
|
|
2020
Q4 | $383K | Buy |
+1,028
| New | +$383K | 0.32% | 94 |
|