Moisand Fitzgerald Tamayo’s Pool Corp POOL Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$1.5K	Hold	7	–	–	﹤0.01%	503
2026 Q1	$1.42K	Hold	7	–	–	﹤0.01%	479
2025 Q4	$1.6K	Hold	7	–	–	﹤0.01%	477
2025 Q3	$2.17K	Hold	7	–	–	﹤0.01%	502
2025 Q2	$2.04K	Hold	7	–	–	﹤0.01%	506
2025 Q1	$2.23K	Hold	7	–	–	﹤0.01%	496
2024 Q4	$2.39K	Hold	7	–	–	﹤0.01%	509
2024 Q3	$2.64K	Hold	7	–	–	﹤0.01%	504
2024 Q2	$2.15K	Hold	7	–	–	﹤0.01%	494
2024 Q1	$2.83K	Hold	7	–	–	﹤0.01%	459
2023 Q4	$2.79K	Hold	7	–	–	﹤0.01%	496
2023 Q3	$2.49K	Hold	7	–	–	﹤0.01%	528
2023 Q2	$2.62K	Hold	7	–	–	﹤0.01%	494
2023 Q1	$2.4K	Hold	7	–	–	﹤0.01%	525
2022 Q4	$2.12K	Buy	7 +4	+133%	+$1.27K	﹤0.01%	548
2022 Q3	$1K	Sell	3 -4	-57%	-$1.43K	﹤0.01%	637
2022 Q2	$2K	Sell	7 -7	-50%	-$2.78K	﹤0.01%	435
2022 Q1	$6K	Buy	+14	New	+$6.54K	﹤0.01%	243

Other funds holding POOL

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return