Wallace Advisory Group’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 | – | Sell |
-1,083
| Closed | -$369K | – | 186 |
|
|
2025
Q1 | $369K | Sell |
1,083
-328
| -23% | -$112K | 0.26% | 114 |
|
|
2024
Q4 | $532K | Buy |
1,411
+64
| +5% | +$24.1K | 0.37% | 78 |
|
|
2024
Q3 | $414K | Sell |
1,347
-22
| -2% | -$6.76K | 0.3% | 91 |
|
|
2024
Q2 | $421K | Buy |
1,369
+52
| +4% | +$16K | 0.3% | 90 |
|
|
2024
Q1 | $525K | Buy |
1,317
+26
| +2% | +$10.4K | 0.39% | 69 |
|
|
2023
Q4 | $460K | Sell |
1,291
-78
| -6% | -$27.8K | 0.36% | 73 |
|
|
2023
Q3 | $513K | Buy |
1,369
+276
| +25% | +$103K | 0.37% | 68 |
|
|
2023
Q2 | $374K | Hold |
1,093
| – | – | 0.28% | 100 |
|
|
2023
Q1 | $374K | Buy |
+1,093
| New | +$374K | 0.28% | 100 |
|