BSW Wealth Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
2,942
-77
| -3% | -$7.91K | 0.04% | 242 |
|
|
2025
Q1 | $264K | Sell |
3,019
-34
| -1% | -$2.97K | 0.04% | 248 |
|
|
2024
Q4 | $307K | Buy |
3,053
+58
| +2% | +$5.84K | 0.05% | 227 |
|
|
2024
Q3 | $293K | Buy |
2,995
+8
| +0.3% | +$782 | 0.04% | 226 |
|
|
2024
Q2 | $229K | Buy |
2,987
+122
| +4% | +$9.35K | 0.04% | 260 |
|
|
2024
Q1 | $245K | Sell |
2,865
-415
| -13% | -$35.5K | 0.04% | 247 |
|
|
2023
Q4 | $238K | Sell |
3,280
-152
| -4% | -$11.1K | 0.05% | 236 |
|
|
2023
Q3 | $222K | Sell |
3,432
-182
| -5% | -$11.8K | 0.05% | 217 |
|
|
2023
Q2 | $233K | Sell |
3,614
-26
| -0.7% | -$1.68K | 0.05% | 228 |
|
|
2023
Q1 | $201K | Buy |
+3,640
| New | +$201K | 0.04% | 295 |
|