Montag & Associates’s Pool Corp POOL Stock Holding History

Montag & Associates’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
2025 Q2	–	Sell
2025 Q1	$885	Hold
2024 Q4	$948	Hold
2024 Q3	$1.05K	Buy
2024 Q2	$617	Hold
2024 Q1	$810	Hold
2023 Q4	$801	Hold
2023 Q3	$715	Buy