Aptus 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 | $248K | Buy |
2,419
+106
| +5% | +$10.9K | ﹤0.01% | 866 |
|
|
2025
Q1 | $202K | Sell |
2,313
-40
| -2% | -$3.5K | ﹤0.01% | 886 |
|
|
2024
Q4 | $237K | Buy |
2,353
+303
| +15% | +$30.5K | ﹤0.01% | 836 |
|
|
2024
Q3 | $200K | Buy |
+2,050
| New | +$200K | ﹤0.01% | 766 |
|
|
2024
Q2 | – | Sell |
-3,110
| Closed | -$266K | – | 1213 |
|
|
2024
Q1 | $266K | Buy |
+3,110
| New | +$266K | ﹤0.01% | 653 |
|