Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in POOL CORP (POOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 7,441 | +3,005 | +67.7% | 0.52% | $2.3M | $306.72 |
| 2025 Q2 | ADDED | 4,436 | +4,265 | +2494.2% | 0.31% | $1.3M | $287.24 |
| 2025 Q1 | UNCHANGED | 171 | — | 0% | 0.01% | $54K | $312.45 |
| 2024 Q4 | UNCHANGED | 171 | — | 0% | 0.01% | $58K | $333.45 |
| 2024 Q3 | REDUCED | 171 | -16 | -8.6% | 0.02% | $64K | $367.28 |
| 2024 Q2 | UNCHANGED | 187 | — | 0% | 0.01% | $57K | $298.52 |
| 2024 Q1 | UNCHANGED | 187 | — | 0% | 0.02% | $75K | $390.69 |
| 2023 Q4 | UNCHANGED | 187 | — | 0% | 0.02% | $75K | $385.00 |
| 2023 Q3 | UNCHANGED | 187 | — | 0% | 0.02% | $67K | $342.71 |
| 2023 Q2 | UNCHANGED | 187 | — | 0% | 0.02% | $64K | $359.53 |
As of 2025 Q4 — sorted by position size