Annex Advisory Services’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Sell |
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|
2025
Q2 | $548K | Hold |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $402K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $382K | Hold |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $203K | Sell |
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|
2014
Q1 | $240K | Hold |
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|
2013
Q4 | $235K | Buy |
|