Wealthspire Advisors (New York)’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 | – | Sell |
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|
2025
Q4 | $240K | Buy |
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|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $746K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $953K | Buy |
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|
2023
Q4 | $923K | Sell |
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|
2023
Q3 | $825K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $400K | Buy |
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