WGAM
Wilkinson Global Asset Management’s Pool Corp POOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-73,186
| Closed | -$23.3M | – | 80 |
|
|
2025
Q1 | $23.3M | Sell |
73,186
-30
| -0% | -$9.55K | 1.46% | 24 |
|
|
2024
Q4 | $25M | Sell |
73,216
-857
| -1% | -$292K | 1.53% | 24 |
|
|
2024
Q3 | $27.9M | Sell |
74,073
-1,569
| -2% | -$591K | 1.68% | 22 |
|
|
2024
Q2 | $23.2M | Sell |
75,642
-4,331
| -5% | -$1.33M | 1.45% | 24 |
|
|
2024
Q1 | $32.3M | Sell |
79,973
-345
| -0.4% | -$139K | 2.03% | 22 |
|
|
2023
Q4 | $32M | Sell |
80,318
-1,746
| -2% | -$696K | 2.21% | 21 |
|
|
2023
Q3 | $29.2M | Buy |
82,064
+1,085
| +1% | +$386K | 2.24% | 20 |
|
|
2023
Q2 | $30.3M | Sell |
80,979
-287
| -0.4% | -$108K | 2.31% | 21 |
|
|
2023
Q1 | $27.8M | Sell |
81,266
-109
| -0.1% | -$37.3K | 2.2% | 19 |
|
|
2022
Q4 | $24.6M | Sell |
81,375
-690
| -0.8% | -$209K | 2.05% | 20 |
|
|
2022
Q3 | $26.1M | Sell |
82,065
-223
| -0.3% | -$71K | 2.35% | 20 |
|
|
2022
Q2 | $28.9M | Sell |
82,288
-4,225
| -5% | -$1.48M | 2.46% | 16 |
|
|
2022
Q1 | $36.6M | Sell |
86,513
-685
| -0.8% | -$290K | 2.36% | 17 |
|
|
2021
Q4 | $49.4M | Sell |
87,198
-497
| -0.6% | -$281K | 2.74% | 13 |
|
|
2021
Q3 | $38.1M | Sell |
87,695
-1,770
| -2% | -$769K | 2.32% | 20 |
|
|
2021
Q2 | $41M | Sell |
89,465
-890
| -1% | -$408K | 2.42% | 18 |
|
|
2021
Q1 | $31.2M | Buy |
+90,355
| New | +$31.2M | 1.97% | 23 |
|