Whittier Trust’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 | $109K | Buy |
375
+46
| +14% | +$13.4K | ﹤0.01% | 772 |
|
|
2025
Q1 | $105K | Sell |
329
-22
| -6% | -$7K | ﹤0.01% | 772 |
|
|
2024
Q4 | $120K | Sell |
351
-166
| -32% | -$56.6K | ﹤0.01% | 754 |
|
|
2024
Q3 | $195K | Sell |
517
-16
| -3% | -$6.03K | ﹤0.01% | 681 |
|
|
2024
Q2 | $164K | Sell |
533
-14,565
| -96% | -$4.48M | ﹤0.01% | 679 |
|
|
2024
Q1 | $6.09M | Buy |
15,098
+634
| +4% | +$256K | 0.09% | 182 |
|
|
2023
Q4 | $5.77M | Buy |
14,464
+353
| +3% | +$141K | 0.09% | 180 |
|
|
2023
Q3 | $5.02M | Buy |
14,111
+539
| +4% | +$192K | 0.09% | 182 |
|
|
2023
Q2 | $5.08M | Buy |
13,572
+432
| +3% | +$162K | 0.09% | 189 |
|
|
2023
Q1 | $4.5M | Buy |
13,140
+3,845
| +41% | +$1.32M | 0.08% | 198 |
|
|
2022
Q4 | $2.81M | Sell |
9,295
-3,154
| -25% | -$953K | 0.05% | 238 |
|
|
2022
Q3 | $3.96M | Buy |
12,449
+710
| +6% | +$226K | 0.08% | 197 |
|
|
2022
Q2 | $4.12M | Buy |
11,739
+11,687
| +22,475% | +$4.1M | 0.08% | 198 |
|
|
2022
Q1 | $22K | Buy |
52
+11
| +27% | +$4.65K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $23K | Hold |
41
| – | – | ﹤0.01% | 1155 |
|
|
2021
Q3 | $18K | Hold |
41
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q2 | $19K | Hold |
41
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $14K | Buy |
41
+21
| +105% | +$7.17K | ﹤0.01% | 1197 |
|
|
2020
Q4 | $7K | Hold |
20
| – | – | ﹤0.01% | 1199 |
|
|
2020
Q3 | $7K | Buy |
+20
| New | +$7K | ﹤0.01% | 1182 |
|
|
2015
Q2 | – | Sell |
-140
| Closed | -$10K | – | 1264 |
|
|
2015
Q1 | $10K | Buy |
+140
| New | +$10K | ﹤0.01% | 1018 |
|