B. Riley Wealth 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 | $276K | Buy |
+2,691
| New | +$276K | 0.01% | 728 |
|
|
2024
Q4 | $927K | Sell |
9,210
-2,798
| -23% | -$282K | 0.03% | 471 |
|
|
2024
Q3 | $1.17M | Sell |
12,008
-311
| -3% | -$30.2K | 0.03% | 455 |
|
|
2024
Q2 | $945K | Buy |
12,319
+5,841
| +90% | +$448K | 0.02% | 558 |
|
|
2024
Q1 | $419K | Sell |
6,478
-5,366
| -45% | -$347K | 0.01% | 885 |
|
|
2023
Q4 | $861K | Buy |
11,844
+5,366
| +83% | +$390K | 0.02% | 581 |
|
|
2023
Q3 | $419K | Buy |
6,478
+2,274
| +54% | +$147K | 0.01% | 885 |
|
|
2023
Q2 | $272K | Buy |
4,204
+208
| +5% | +$13.4K | 0.01% | 1175 |
|
|
2023
Q1 | $221K | Buy |
+3,996
| New | +$221K | 0.01% | 1240 |
|
|
2022
Q2 | – | Sell |
-4,318
| Closed | -$235K | – | 1353 |
|
|
2022
Q1 | $235K | Buy |
4,318
+85
| +2% | +$4.63K | 0.01% | 1137 |
|
|
2021
Q4 | $310K | Sell |
4,233
-167
| -4% | -$12.2K | 0.01% | 1055 |
|
|
2021
Q3 | $321K | Buy |
4,400
+17
| +0.4% | +$1.24K | 0.01% | 1003 |
|
|
2021
Q2 | $296K | Sell |
4,383
-517
| -11% | -$34.9K | 0.01% | 1025 |
|
|
2021
Q1 | $306K | Buy |
+4,900
| New | +$306K | 0.01% | 989 |
|
|
2020
Q4 | – | Sell |
-5,078
| Closed | -$232K | – | 1081 |
|
|
2020
Q3 | $232K | Buy |
+5,078
| New | +$232K | 0.01% | 798 |
|
|
2016
Q2 | – | Sell |
-9,518
| Closed | -$347K | – | 642 |
|
|
2016
Q1 | $347K | Sell |
9,518
-1,197
| -11% | -$43.6K | 0.08% | 308 |
|
|
2015
Q4 | $358K | Sell |
10,715
-219
| -2% | -$7.32K | 0.07% | 312 |
|
|
2015
Q3 | $376K | Sell |
10,934
-2,558
| -19% | -$88K | 0.09% | 287 |
|
|
2015
Q2 | $624K | Buy |
13,492
+1,412
| +12% | +$65.3K | 0.16% | 178 |
|
|
2015
Q1 | $510K | Buy |
12,080
+102
| +0.9% | +$4.31K | 0.12% | 214 |
|
|
2014
Q4 | $5.17K | Buy |
+11,978
| New | +$5.17K | 0.11% | 239 |
|
|
2014
Q3 | – | Sell |
-12,106
| Closed | -$586K | – | 1566 |
|
|
2014
Q2 | $586K | Buy |
+12,106
| New | +$586K | 0.14% | 170 |
|