Perennial Investment 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 | $382K | Buy |
1,310
+88
| +7% | +$25.7K | 0.04% | 295 |
|
|
2025
Q1 | $389K | Sell |
1,222
-62
| -5% | -$19.7K | 0.04% | 270 |
|
|
2024
Q4 | $438K | Buy |
1,284
+63
| +5% | +$21.5K | 0.05% | 240 |
|
|
2024
Q3 | $461K | Buy |
1,221
+2
| +0.2% | +$754 | 0.06% | 223 |
|
|
2024
Q2 | $375K | Buy |
1,219
+33
| +3% | +$10.1K | 0.05% | 241 |
|
|
2024
Q1 | $478K | Buy |
1,186
+3
| +0.3% | +$1.21K | 0.07% | 189 |
|
|
2023
Q4 | $472K | Sell |
1,183
-27
| -2% | -$10.8K | 0.08% | 184 |
|
|
2023
Q3 | $430K | Sell |
1,210
-26
| -2% | -$9.25K | 0.08% | 184 |
|
|
2023
Q2 | $463K | Sell |
1,236
-14
| -1% | -$5.25K | 0.08% | 186 |
|
|
2023
Q1 | $428K | Buy |
1,250
+30
| +2% | +$10.3K | 0.08% | 193 |
|
|
2022
Q4 | $369K | Buy |
1,220
+189
| +18% | +$57.2K | 0.15% | 129 |
|
|
2022
Q3 | $328K | Buy |
1,031
+160
| +18% | +$50.9K | 0.15% | 122 |
|
|
2022
Q2 | $306K | Buy |
871
+58
| +7% | +$20.4K | 0.12% | 139 |
|
|
2022
Q1 | $345K | Sell |
813
-35
| -4% | -$14.9K | 0.11% | 148 |
|
|
2021
Q4 | $479K | Buy |
848
+42
| +5% | +$23.7K | 0.15% | 121 |
|
|
2021
Q3 | $352K | Hold |
806
| – | – | 0.12% | 151 |
|
|
2021
Q2 | $370K | Buy |
806
+21
| +3% | +$9.64K | 0.13% | 133 |
|
|
2021
Q1 | $271K | Buy |
785
+13
| +2% | +$4.49K | 0.11% | 150 |
|
|
2020
Q4 | $288K | Buy |
772
+36
| +5% | +$13.4K | 0.12% | 124 |
|
|
2020
Q3 | $247K | Buy |
+736
| New | +$247K | 0.12% | 122 |
|