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	-1,051	Closed	-$240K	–	1062
2025 Q4	$240K	Buy	1,051 +48	+5%	+$12.5K	﹤0.01%	893
2025 Q3	$311K	Sell	1,003 -195	-16%	-$61.1K	﹤0.01%	650
2025 Q2	$349K	Sell	1,198 -193	-14%	-$58.4K	﹤0.01%	622
2025 Q1	$443K	Sell	1,391 -491	-26%	-$167K	﹤0.01%	549
2024 Q4	$642K	Sell	1,882 -99	-5%	-$36.1K	0.01%	453
2024 Q3	$746K	Sell	1,981 -125	-6%	-$43.2K	0.01%	422
2024 Q2	$647K	Sell	2,106 -256	-11%	-$92.7K	0.01%	378
2024 Q1	$953K	Buy	2,362 +47	+2%	+$18.4K	0.01%	324
2023 Q4	$923K	Sell	2,315 -1	-0%	-$351	0.01%	323
2023 Q3	$825K	Buy	+2,316	New	+$843K	0.01%	311
2022 Q1	–	Sell	-470	Closed	-$266K	–	525
2021 Q4	$266K	Sell	470 -2	-0.4%	-$1.05K	0.01%	445
2021 Q3	$205K	Buy	+472	New	+$224K	﹤0.01%	547
2021 Q2	–	Sell	-681	Closed	-$235K	–	588
2021 Q1	$235K	Sell	681 -394	-37%	-$137K	0.01%	630
2020 Q4	$400K	Buy	+1,075	New	+$375K	0.01%	350