Univest Financial’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 | $9M | Buy |
30,877
+769
| +3% | +$224K | 0.54% | 46 |
|
|
2025
Q1 | $9.58M | Buy |
30,108
+1,803
| +6% | +$574K | 0.63% | 41 |
|
|
2024
Q4 | $9.65M | Buy |
28,305
+287
| +1% | +$97.9K | 0.61% | 45 |
|
|
2024
Q3 | $10.6M | Buy |
28,018
+18,568
| +196% | +$7M | 0.7% | 37 |
|
|
2024
Q2 | $2.9M | Sell |
9,450
-37
| -0.4% | -$11.4K | 0.81% | 44 |
|
|
2024
Q1 | $3.83M | Buy |
9,487
+133
| +1% | +$53.7K | 1.08% | 37 |
|
|
2023
Q4 | $3.73M | Sell |
9,354
-29
| -0.3% | -$11.6K | 1.1% | 34 |
|
|
2023
Q3 | $3.34M | Sell |
9,383
-883
| -9% | -$314K | 1.12% | 36 |
|
|
2023
Q2 | $3.85M | Buy |
+10,266
| New | +$3.85M | 1.16% | 33 |
|