A detailed history of Concord Wealth Partners transactions in Pool Corp stock. As of the latest transaction made, Concord Wealth Partners holds 9 shares of POOL stock, worth $3,298. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 9 -0.0%
Holding current value
$3,298
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 30, 2024

SELL
$309.5 - $403.74 $928 - $1,211
-3 Reduced 25.0%
9 $3,000
Q4 2023

Feb 05, 2024

SELL
$309.5 - $403.74 $928 - $1,211
-3 Reduced 25.0%
9 $3,000
Q3 2023

Apr 30, 2024

BUY
$338.28 - $388.37 $1,014 - $1,165
3 Added 33.33%
12 $4,000
Q2 2023

Aug 07, 2023

SELL
$313.02 - $374.64 $32,554 - $38,962
-104 Reduced 89.66%
12 $4,000
Q4 2022

Jan 27, 2023

BUY
$283.92 - $351.36 $32,934 - $40,757
116 New
116 $35,000
Q2 2022

Aug 04, 2022

SELL
$332.18 - $433.54 $4,318 - $5,636
-13 Reduced 9.49%
124 $44,000
Q4 2021

Jan 21, 2022

BUY
$435.92 - $577.85 $54,490 - $72,231
125 Added 1041.67%
137 $78,000
Q3 2021

Nov 09, 2021

SELL
$434.41 - $497.39 $11,729 - $13,429
-27 Reduced 69.23%
12 $5,000
Q2 2021

Jul 29, 2021

BUY
$351.57 - $465.04 $1,406 - $1,860
4 Added 11.43%
39 $18,000
Q1 2021

May 13, 2021

BUY
$314.43 - $390.99 $8,175 - $10,165
26 Added 288.89%
35 $12,000
Q4 2020

Feb 16, 2021

BUY
$322.3 - $383.92 $2,900 - $3,455
9 New
9 $3,000

Others Institutions Holding POOL

About POOL CORP


  • Ticker POOL
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 39,590,600
  • Market Cap $14.5B
  • Description
  • Pool Corporation distributes swimming pool supplies, equipment, and related leisure products in the United States and internationally. The company offers maintenance products, including chemicals, supplies, and pool accessories; repair and replacement parts for pool equipment, such as cleaners, filters, heaters, pumps, and lights; fiberglass poo...
More about POOL
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.