Avior Wealth Management’s Pentair PNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$806K Sell
7,850
-591
-7% -$60.7K 0.03% 330
2025
Q1
$738K Sell
8,441
-70
-0.8% -$6.12K 0.03% 321
2024
Q4
$857K Sell
8,511
-652
-7% -$65.6K 0.03% 314
2024
Q3
$896K Buy
9,163
+332
+4% +$32.5K 0.04% 310
2024
Q2
$677K Sell
8,831
-200
-2% -$15.3K 0.03% 357
2024
Q1
$772K Buy
9,031
+727
+9% +$62.1K 0.04% 343
2023
Q4
$604K Sell
8,304
-550
-6% -$40K 0.04% 300
2023
Q3
$573K Sell
8,854
-410
-4% -$26.5K 0.04% 292
2023
Q2
$598K Buy
9,264
+11
+0.1% +$711 0.04% 295
2023
Q1
$511K Buy
9,253
+643
+7% +$35.5K 0.04% 339
2022
Q4
$387K Buy
8,610
+4
+0% +$180 0.03% 359
2022
Q3
$349K Sell
8,606
-294
-3% -$11.9K 0.03% 355
2022
Q2
$407K Buy
8,900
+5
+0.1% +$229 0.04% 294
2022
Q1
$482K Buy
8,895
+4
+0% +$217 0.04% 301
2021
Q4
$649K Sell
8,891
-7,706
-46% -$563K 0.05% 273
2021
Q3
$1.21M Buy
16,597
+15,421
+1,311% +$1.12M 0.1% 157
2021
Q2
$79K Buy
1,176
+3
+0.3% +$202 0.01% 491
2021
Q1
$73K Buy
1,173
+1
+0.1% +$62 0.01% 495
2020
Q4
$62K Buy
1,172
+8
+0.7% +$423 0.01% 472
2020
Q3
$53K Buy
1,164
+4
+0.3% +$182 0.01% 497
2020
Q2
$44K Buy
+1,160
New +$44K 0.01% 497