Montag & Associates’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 | – | Sell |
-3
| Closed | -$885 | – | 1004 |
|
|
2025
Q1 | $885 | Hold |
3
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $948 | Hold |
3
| – | – | ﹤0.01% | 955 |
|
|
2024
Q3 | $1.05K | Buy |
3
+1
| +50% | +$349 | ﹤0.01% | 977 |
|
|
2024
Q2 | $617 | Hold |
2
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $810 | Hold |
2
| – | – | ﹤0.01% | 942 |
|
|
2023
Q4 | $801 | Hold |
2
| – | – | ﹤0.01% | 888 |
|
|
2023
Q3 | $715 | Buy |
+2
| New | +$715 | ﹤0.01% | 878 |
|