A detailed history of Heritage Wealth Management, LLC transactions in Pool Corp stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,250 shares of POOL stock, worth $458,112. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,250
Previous 1,417 11.79%
Holding current value
$458,112
Previous $571,000 32.75%
% of portfolio
0.22%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$307.33 - $401.3 $51,324 - $67,017
-167 Reduced 11.79%
1,250 $384,000
Q1 2024

Apr 25, 2024

SELL
$366.68 - $418.97 $34,467 - $39,383
-94 Reduced 6.22%
1,417 $571,000
Q4 2023

Feb 06, 2024

SELL
$309.5 - $403.74 $869,695 - $1.13 Million
-2,810 Reduced 65.03%
1,511 $602,000
Q4 2022

Feb 13, 2023

BUY
$283.92 - $351.36 $779,360 - $964,483
2,745 Added 174.18%
4,321 $1.31 Million
Q3 2022

Nov 14, 2022

SELL
$311.93 - $396.75 $12,477 - $15,870
-40 Reduced 2.48%
1,576 $502,000
Q2 2022

Aug 15, 2022

BUY
$332.18 - $433.54 $67,432 - $88,008
203 Added 14.37%
1,616 $567,000
Q1 2022

Aug 15, 2022

BUY
$415.42 - $550.25 $264,207 - $349,959
636 Added 81.85%
1,413 $598,000
Q3 2021

Nov 10, 2021

BUY
$434.41 - $497.39 $46,916 - $53,718
108 Added 16.14%
777 $338,000
Q2 2021

Aug 11, 2021

BUY
$351.57 - $465.04 $235,200 - $311,111
669 New
669 $307,000

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
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