Venturi Wealth Management’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 | $275K | Sell |
945
-277
| -23% | -$80.7K | 0.01% | 448 |
|
|
2025
Q1 | $389K | Buy |
1,222
+100
| +9% | +$31.8K | 0.02% | 376 |
|
|
2024
Q4 | $383K | Buy |
1,122
+43
| +4% | +$14.7K | 0.02% | 386 |
|
|
2024
Q3 | $407K | Buy |
1,079
+395
| +58% | +$149K | 0.02% | 329 |
|
|
2024
Q2 | $210K | Buy |
684
+583
| +577% | +$179K | 0.01% | 399 |
|
|
2024
Q1 | $40.8K | Hold |
101
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $40.3K | Buy |
101
+13
| +15% | +$5.18K | ﹤0.01% | 526 |
|
|
2023
Q3 | $31.3K | Buy |
88
+2
| +2% | +$712 | ﹤0.01% | 538 |
|
|
2023
Q2 | $32.2K | Buy |
86
+34
| +65% | +$12.7K | ﹤0.01% | 479 |
|
|
2023
Q1 | $17.8K | Buy |
+52
| New | +$17.8K | ﹤0.01% | 617 |
|