Venturi Wealth Management’s Pool Corp POOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Sell
2025
Q2
$275K Sell
2025
Q1
$389K Buy
2024
Q4
$383K Buy
2024
Q3
$407K Buy
2024
Q2
$210K Buy
2024
Q1
$40.8K Hold
2023
Q4
$40.3K Buy
2023
Q3
$31.3K Buy
2023
Q2
$32.2K Buy
2023
Q1
$17.8K Buy