Private Trust Company’s Pool Corp POOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.1K | Buy |
134
+9
| +7% | +$2.12K | ﹤0.01% | 1552 |
|
|
2025
Q4 | $28.6K | Buy |
125
+55
| +79% | +$14.3K | ﹤0.01% | 1507 |
|
|
2025
Q3 | $21.7K | Sell |
70
-64
| -48% | -$20.1K | ﹤0.01% | 1610 |
|
|
2025
Q2 | $39.1K | Buy |
134
+2
| +2% | +$605 | ﹤0.01% | 1317 |
|
|
2025
Q1 | $42K | Sell |
132
-6
| -4% | -$2.04K | ﹤0.01% | 1265 |
|
|
2024
Q4 | $47K | Buy |
138
+60
| +77% | +$21.9K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $29.4K | Sell |
78
-27
| -26% | -$9.34K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $32.3K | Buy |
105
+10
| +11% | +$3.62K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $38.3K | Buy |
95
+1
| +1% | +$391 | ﹤0.01% | 1193 |
|
|
2023
Q4 | $37.5K | Sell |
94
-2
| -2% | -$701 | ﹤0.01% | 1160 |
|
|
2023
Q3 | $34.2K | Buy |
96
+17
| +22% | +$6.19K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $29.6K | Hold |
79
| – | – | ﹤0.01% | 1223 |
|
|
2023
Q1 | $27.1K | Sell |
79
-3
| -4% | -$1.06K | ﹤0.01% | 1223 |
|
|
2022
Q4 | $25K | Sell |
82
-482
| -85% | -$153K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $179K | Sell |
564
-575
| -50% | -$205K | 0.03% | 508 |
|
|
2022
Q2 | $400K | Sell |
1,139
-636
| -36% | -$252K | 0.06% | 316 |
|
|
2022
Q1 | $751K | Sell |
1,775
-227
| -11% | -$106K | 0.12% | 184 |
|
|
2021
Q4 | $1.13M | Buy |
2,002
+1,010
| +102% | +$529K | 0.16% | 155 |
|
|
2021
Q3 | $431K | Buy |
992
+183
| +23% | +$86.7K | 0.06% | 284 |
|
|
2021
Q2 | $371K | Sell |
809
-4
| -0.5% | -$1.68K | 0.06% | 305 |
|
|
2021
Q1 | $280K | Sell |
813
-498
| -38% | -$173K | 0.05% | 346 |
|
|
2020
Q4 | $488K | Hold |
1,311
| – | – | 0.08% | 247 |
|
|
2020
Q3 | $438K | Buy |
1,311
+30
| +2% | +$9.28K | 0.08% | 242 |
|
|
2020
Q2 | $346K | Buy |
+1,281
| New | +$297K | 0.07% | 264 |
|
|
2014
Q4 | – | Sell |
-13
| Closed | -$1K | – | 944 |
|
|
2014
Q3 | $1K | Buy |
+13
| New | +$724 | ﹤0.01% | 1769 |
|
Other funds holding POOL
VCM
VPM
