OCM
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Osterweis Capital Management’s Pool Corp POOL Stock Holding History

Osterweis Capital Management’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
Q1 		– Sell
-41
Closed -$9.38K – 278
2025
Q4 		$9.38K Hold
41
– – ﹤0.01% 285
2025
Q3 		$12.7K Hold
41
– – ﹤0.01% 264
2025
Q2 		$12K Hold
41
– – ﹤0.01% 272
2025
Q1 		$13.1K Hold
41
– – ﹤0.01% 172
2024
Q4 		$14K Hold
41
– – ﹤0.01% 191
2024
Q3 		$15.4K Hold
41
– – ﹤0.01% 184
2024
Q2 		$12.6K Hold
41
– – ﹤0.01% 190
2024
Q1 		$16.5K Hold
41
– – ﹤0.01% 183
2023
Q4 		$16.3K Hold
41
– – ﹤0.01% 180
2023
Q3 		$14.6K Hold
41
– – ﹤0.01% 191
2023
Q2 		$15.4K Hold
41
– – ﹤0.01% 194
2023
Q1 		$14K Hold
41
– – ﹤0.01% 193
2022
Q4 		$12.4K Hold
41
– – ﹤0.01% 213
2022
Q3 		$13K Buy
+41
New +$14.6K ﹤0.01% 191

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