Alan B. Lancz & Associates’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
4,042
| – | – | 0.42% | 61 |
|
|
2025
Q1 | $354K | Hold |
4,042
| – | – | 0.38% | 75 |
|
|
2024
Q4 | $407K | Sell |
4,042
-300
| -7% | -$30.2K | 0.41% | 62 |
|
|
2024
Q3 | $425K | Hold |
4,342
| – | – | 0.39% | 70 |
|
|
2024
Q2 | $333K | Buy |
+4,342
| New | +$333K | 0.33% | 81 |
|
|
2023
Q4 | $316K | Hold |
4,342
| – | – | 0.33% | 87 |
|
|
2023
Q3 | $281K | Hold |
4,342
| – | – | 0.32% | 99 |
|
|
2023
Q2 | $280K | Hold |
4,342
| – | – | 0.3% | 100 |
|
|
2023
Q1 | $240K | Hold |
4,342
| – | – | 0.25% | 113 |
|
|
2022
Q4 | $219K | Hold |
4,342
| – | – | 0.22% | 120 |
|
|
2022
Q3 | $176K | Hold |
4,342
| – | – | 0.21% | 123 |
|
|
2022
Q2 | $212K | Sell |
4,342
-600
| -12% | -$29.3K | 0.21% | 123 |
|
|
2022
Q1 | $268K | Hold |
4,942
| – | – | 0.24% | 110 |
|
|
2021
Q4 | $361K | Buy |
+4,942
| New | +$361K | 0.32% | 89 |
|