One Wealth Advisors’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 | $554K | Sell |
1,900
-10
| -0.5% | -$2.92K | 0.08% | 146 |
|
|
2025
Q1 | $608K | Buy |
1,910
+398
| +26% | +$127K | 0.09% | 131 |
|
|
2024
Q4 | $516K | Sell |
1,512
-309
| -17% | -$105K | 0.08% | 116 |
|
|
2024
Q3 | $686K | Sell |
1,821
-15
| -0.8% | -$5.65K | 0.11% | 101 |
|
|
2024
Q2 | $641K | Buy |
1,836
+13
| +0.7% | +$4.54K | 0.14% | 83 |
|
|
2024
Q1 | $736K | Buy |
1,823
+391
| +27% | +$158K | 0.13% | 93 |
|
|
2023
Q4 | $571K | Buy |
1,432
+7
| +0.5% | +$2.79K | 0.11% | 97 |
|
|
2023
Q3 | $507K | Hold |
1,425
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $534K | Sell |
1,425
-6
| -0.4% | -$2.25K | 0.11% | 96 |
|
|
2023
Q1 | $490K | Buy |
1,431
+1,269
| +783% | +$435K | 0.11% | 103 |
|
|
2022
Q4 | $49K | Sell |
162
-782
| -83% | -$236K | 0.01% | 415 |
|
|
2022
Q3 | $300K | Buy |
944
+2
| +0.2% | +$636 | 0.1% | 116 |
|
|
2022
Q2 | $331K | Buy |
+942
| New | +$331K | 0.09% | 121 |
|
|
2019
Q2 | – | Sell |
-484
| Closed | -$80K | – | 397 |
|
|
2019
Q1 | $80K | Buy |
+484
| New | +$80K | 0.07% | 197 |
|
|
2018
Q4 | – | Sell |
-790
| Closed | -$132K | – | 381 |
|
|
2018
Q3 | $132K | Sell |
790
-142
| -15% | -$23.7K | 0.1% | 162 |
|
|
2018
Q2 | $141K | Buy |
932
+98
| +12% | +$14.8K | 0.11% | 157 |
|
|
2018
Q1 | $122K | Sell |
834
-108
| -11% | -$15.8K | 0.11% | 153 |
|
|
2017
Q4 | $122K | Buy |
+942
| New | +$122K | 0.1% | 171 |
|