SVB Wealth’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 | $538K | Sell |
2,661
-1,353
| -34% | -$319K | 0.04% | 264 |
|
|
2025
Q4 | $918K | Sell |
4,014
-1,550
| -28% | -$403K | 0.05% | 218 |
|
|
2025
Q3 | $1.73M | Sell |
5,564
-1,211
| -18% | -$380K | 0.09% | 166 |
|
|
2025
Q2 | $1.97M | Sell |
6,775
-5,516
| -45% | -$1.67M | 0.11% | 163 |
|
|
2025
Q1 | $3.91M | Sell |
12,291
-8,890
| -42% | -$3.02M | 0.16% | 76 |
|
|
2024
Q4 | $7.22M | Buy |
+21,181
| New | +$7.72M | 0.13% | 103 |
|
|
2024
Q3 | – | Sell |
-24,949
| Closed | -$7.67M | – | 447 |
|
|
2024
Q2 | $7.67M | Sell |
24,949
-1,150
| -4% | -$416K | 0.19% | 119 |
|
|
2024
Q1 | $10.5M | Sell |
26,099
-2,008
| -7% | -$785K | 0.23% | 106 |
|
|
2023
Q4 | $11.2M | Sell |
28,107
-10,037
| -26% | -$3.52M | 0.27% | 96 |
|
|
2023
Q3 | $13.6M | Sell |
38,144
-4,006
| -10% | -$1.46M | 0.3% | 83 |
|
|
2023
Q2 | $15.8M | Sell |
42,150
-9,054
| -18% | -$3.1M | 0.29% | 79 |
|
|
2023
Q1 | $17.5M | Sell |
51,204
-4,607
| -8% | -$1.63M | 0.25% | 87 |
|
|
2022
Q4 | $16.9M | Sell |
55,811
-199
| -0.4% | -$63K | 0.23% | 91 |
|
|
2022
Q3 | $17.8M | Sell |
56,010
-857
| -2% | -$306K | 0.26% | 77 |
|
|
2022
Q2 | $20M | Buy |
56,867
+365
| +0.6% | +$145K | 0.31% | 67 |
|
|
2022
Q1 | $23.9M | Buy |
56,502
+4,729
| +9% | +$2.21M | 0.32% | 59 |
|
|
2021
Q4 | $29.3M | Sell |
51,773
-1,385
| -3% | -$726K | 0.48% | 45 |
|
|
2021
Q3 | $23.1M | Sell |
53,158
-193
| -0.4% | -$91.5K | 0.3% | 62 |
|
|
2021
Q2 | $24.5M | Sell |
53,351
-516
| -1% | -$217K | 0.31% | 61 |
|
|
2021
Q1 | $18.6M | Buy |
53,867
+2,879
| +6% | +$1M | 0.26% | 75 |
|
|
2020
Q4 | $19M | Buy |
50,988
+349
| +0.7% | +$122K | 0.28% | 66 |
|
|
2020
Q3 | $16.9M | Buy |
50,639
+417
| +0.8% | +$129K | 0.28% | 65 |
|
|
2020
Q2 | $13.7M | Buy |
50,222
+10,264
| +26% | +$2.38M | 0.25% | 72 |
|
|
2020
Q1 | $7.86M | Buy |
+39,958
| New | +$8.51M | 0.19% | 86 |
|
Other funds holding POOL
VCM
VPM
