Avantax Advisory Services’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
4,724
-281
| -6% | -$28.8K | ﹤0.01% | 1597 |
|
|
2025
Q1 | $438K | Buy |
5,005
+55
| +1% | +$4.81K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $498K | Buy |
4,950
+440
| +10% | +$44.3K | ﹤0.01% | 1448 |
|
|
2024
Q3 | $441K | Buy |
4,510
+297
| +7% | +$29K | ﹤0.01% | 1497 |
|
|
2024
Q2 | $323K | Buy |
4,213
+1,841
| +78% | +$141K | ﹤0.01% | 1645 |
|
|
2024
Q1 | $203K | Buy |
+2,372
| New | +$203K | ﹤0.01% | 1533 |
|