Carson Wealth (CWM LLC)’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.43M | Sell |
16,424
-18,889
| -53% | -$1.85M | ﹤0.01% | 1352 |
|
|
2025
Q4 | $3.68M | Sell |
35,313
-13,751
| -28% | -$1.47M | 0.01% | 904 |
|
|
2025
Q3 | $5.43M | Buy |
49,064
+28,477
| +138% | +$3.04M | 0.02% | 677 |
|
|
2025
Q2 | $2.11M | Buy |
20,587
+7,196
| +54% | +$672K | 0.01% | 928 |
|
|
2025
Q1 | $1.17M | Sell |
13,391
-7,957
| -37% | -$758K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $2.15M | Buy |
21,348
+6,429
| +43% | +$659K | 0.01% | 758 |
|
|
2024
Q3 | $1.46M | Buy |
14,919
+9,505
| +176% | +$813K | 0.01% | 838 |
|
|
2024
Q2 | $415K | Buy |
5,414
+2,538
| +88% | +$204K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $246K | Sell |
2,876
-93
| -3% | -$7.05K | ﹤0.01% | 1419 |
|
|
2023
Q4 | $216K | Buy |
2,969
+620
| +26% | +$40K | ﹤0.01% | 1398 |
|
|
2023
Q3 | $152K | Buy |
2,349
+7
| +0.3% | +$471 | ﹤0.01% | 1422 |
|
|
2023
Q2 | $151K | Sell |
2,342
-40
| -2% | -$2.3K | ﹤0.01% | 1369 |
|
|
2023
Q1 | $132K | Buy |
2,382
+340
| +17% | +$18.1K | ﹤0.01% | 1364 |
|
|
2022
Q4 | $92K | Buy |
2,042
+420
| +26% | +$18.3K | ﹤0.01% | 1419 |
|
|
2022
Q3 | $66K | Sell |
1,622
-175
| -10% | -$8.12K | ﹤0.01% | 1532 |
|
|
2022
Q2 | $82K | Buy |
1,797
+307
| +21% | +$15.4K | ﹤0.01% | 1395 |
|
|
2022
Q1 | $81K | Buy |
1,490
+564
| +61% | +$34.1K | ﹤0.01% | 1410 |
|
|
2021
Q4 | $68K | Buy |
+926
| New | +$68.2K | ﹤0.01% | 1454 |
|
|
2021
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2021
Q1 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q4 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q3 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2020
Q1 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q4 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q3 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q2 | $49K | Hold |
732
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q1 | $49K | Sell |
732
-416
| -36% | -$17.3K | ﹤0.01% | 1412 |
|
|
2018
Q4 | $43K | Sell |
1,148
-22
| -2% | -$889 | ﹤0.01% | 913 |
|
|
2018
Q3 | $51K | Sell |
1,170
-76
| -6% | -$3.3K | ﹤0.01% | 748 |
|
|
2018
Q2 | $52K | Sell |
1,246
-606
| -33% | -$27.2K | ﹤0.01% | 626 |
|
|
2018
Q1 | $85K | Buy |
1,852
+1,758
| +1,870% | +$83.7K | ﹤0.01% | 473 |
|
|
2017
Q4 | $4K | Hold |
94
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q3 | $4K | Sell |
94
-4
| -4% | -$172 | ﹤0.01% | 1151 |
|
|
2017
Q2 | $4K | Buy |
98
+41
| +72% | +$1.79K | ﹤0.01% | 922 |
|
|
2017
Q1 | $2K | Hold |
57
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q4 | $2K | Buy |
57
+53
| +1,325% | +$2.07K | ﹤0.01% | 998 |
|
|
2016
Q3 | $0 | Sell |
4
-8
| -67% | -$337 | ﹤0.01% | 1048 |
|
|
2016
Q2 | $0 | Buy |
12
+5
| +71% | +$194 | ﹤0.01% | 849 |
|
|
2016
Q1 | $0 | Buy |
+7
| New | +$226 | ﹤0.01% | 798 |
|
|
2015
Q4 | – | Sell |
-7
| Closed | – | – | 741 |
|
|
2015
Q3 | $0 | Buy |
+7
| New | +$275 | ﹤0.01% | 654 |
|
|
2014
Q1 | – | Sell |
-7
| Closed | – | – | 405 |
|
|
2013
Q4 | $0 | Buy |
+7
| New | +$325 | ﹤0.01% | 645 |
|
Other funds holding PNR
VCM
VPM
