Annis Gardner Whiting Capital Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Buy |
261
+63
| +32% | +$6.47K | 0.01% | 510 |
|
|
2025
Q1 | $17.3K | Buy |
198
+33
| +20% | +$2.89K | 0.01% | 479 |
|
|
2024
Q4 | $16.6K | Sell |
165
-56
| -25% | -$5.64K | ﹤0.01% | 468 |
|
|
2024
Q3 | $21.6K | Sell |
221
-64
| -22% | -$6.26K | 0.01% | 449 |
|
|
2024
Q2 | $21.9K | Buy |
285
+50
| +21% | +$3.83K | 0.01% | 552 |
|
|
2024
Q1 | $20.1K | Buy |
235
+145
| +161% | +$12.4K | 0.01% | 549 |
|
|
2023
Q4 | $6.54K | Buy |
90
+30
| +50% | +$2.18K | ﹤0.01% | 517 |
|
|
2023
Q3 | $3.89K | Buy |
+60
| New | +$3.89K | ﹤0.01% | 553 |
|