Carson Wealth (CWM LLC)’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Buy |
20,587
+7,196
| +54% | +$739K | 0.01% | 928 |
|
|
2025
Q1 | $1.17M | Sell |
13,391
-7,957
| -37% | -$696K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $2.15M | Buy |
21,348
+6,429
| +43% | +$647K | 0.01% | 758 |
|
|
2024
Q3 | $1.46M | Buy |
14,919
+9,505
| +176% | +$930K | 0.01% | 837 |
|
|
2024
Q2 | $415K | Buy |
5,414
+2,538
| +88% | +$195K | ﹤0.01% | 1267 |
|
|
2024
Q1 | $246K | Sell |
2,876
-93
| -3% | -$7.96K | ﹤0.01% | 1418 |
|
|
2023
Q4 | $216K | Buy |
2,969
+620
| +26% | +$45.1K | ﹤0.01% | 1396 |
|
|
2023
Q3 | $152K | Buy |
2,349
+7
| +0.3% | +$453 | ﹤0.01% | 1421 |
|
|
2023
Q2 | $151K | Sell |
2,342
-40
| -2% | -$2.58K | ﹤0.01% | 1367 |
|
|
2023
Q1 | $132K | Buy |
2,382
+340
| +17% | +$18.8K | ﹤0.01% | 1361 |
|
|
2022
Q4 | $92K | Buy |
2,042
+420
| +26% | +$18.9K | ﹤0.01% | 1417 |
|
|
2022
Q3 | $66K | Sell |
1,622
-175
| -10% | -$7.12K | ﹤0.01% | 1530 |
|
|
2022
Q2 | $82K | Buy |
1,797
+307
| +21% | +$14K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $81K | Buy |
1,490
+564
| +61% | +$30.7K | ﹤0.01% | 1408 |
|
|
2021
Q4 | $68K | Buy |
+926
| New | +$68K | ﹤0.01% | 1452 |
|
|
2021
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2021
Q1 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q4 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q3 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q1 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q4 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q3 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1409 |
|
|
2019
Q1 | $49K | Sell |
732
-416
| -36% | -$27.8K | ﹤0.01% | 1409 |
|
|
2018
Q4 | $43K | Sell |
1,148
-22
| -2% | -$824 | ﹤0.01% | 910 |
|
|
2018
Q3 | $51K | Sell |
1,170
-76
| -6% | -$3.31K | ﹤0.01% | 746 |
|
|
2018
Q2 | $52K | Sell |
1,246
-606
| -33% | -$25.3K | ﹤0.01% | 624 |
|
|
2018
Q1 | $85K | Buy |
1,852
+1,758
| +1,870% | +$80.7K | ﹤0.01% | 472 |
|
|
2017
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 1148 |
|
|
2017
Q3 | $4K | Sell |
94
-4
| -4% | -$170 | ﹤0.01% | 1150 |
|
|
2017
Q2 | $4K | Buy |
98
+41
| +72% | +$1.67K | ﹤0.01% | 921 |
|
|
2017
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 1000 |
|
|
2016
Q4 | $2K | Buy |
57
+53
| +1,325% | +$1.86K | ﹤0.01% | 997 |
|
|
2016
Q3 | $0 | Sell |
4
-8
| -67% | – | ﹤0.01% | 1044 |
|
|
2016
Q2 | $0 | Buy |
12
+5
| +71% | – | ﹤0.01% | 845 |
|
|
2016
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 797 |
|
|
2015
Q4 | – | Sell |
-7
| Closed | – | – | 739 |
|
|
2015
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 651 |
|
|
2014
Q1 | – | Sell |
-7
| Closed | – | – | 369 |
|
|
2013
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 594 |
|