CFS Investment Advisory Services’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	$2.02M	Sell	22,185 -77	-0.3%	-$7.54K	0.14%	128
2025 Q4	$2.32M	Sell	22,262 -17	-0.1%	-$1.81K	0.17%	112
2025 Q3	$2.44M	Sell	22,279 -888	-4%	-$94.8K	0.18%	104
2025 Q2	$2.38M	Buy	23,167 +628	+3%	+$58.6K	0.19%	99
2025 Q1	$1.97M	Sell	22,539 -1,698	-7%	-$162K	0.18%	110
2024 Q4	$2.44M	Sell	24,237 -161	-0.7%	-$16.5K	0.22%	88
2024 Q3	$2.39M	Sell	24,398 -233	-0.9%	-$19.9K	0.2%	91
2024 Q2	$1.89M	Sell	24,631 -883	-3%	-$71.1K	0.15%	97
2024 Q1	$2.18M	Sell	25,514 -567	-2%	-$43K	0.37%	48
2023 Q4	$1.9M	Sell	26,081 -884	-3%	-$57K	0.34%	51
2023 Q3	$1.75M	Sell	26,965 -331	-1%	-$22.3K	0.28%	65
2023 Q2	$1.76M	Buy	27,296 +41	+0.2%	+$2.36K	0.23%	83
2023 Q1	$1.51M	Sell	27,255 -875	-3%	-$46.5K	0.27%	59
2022 Q4	$1.26M	Buy	+28,130	New	+$1.22M	0.29%	54
2022 Q3	–	Sell	-32,537	Closed	-$1.49M	–	332
2022 Q2	$1.49M	Sell	32,537 -1,796,779	-98%	-$89.9M	0.23%	93
2022 Q1	$34K	Buy	1,829,316 +1,795,202	+5,262%	+$109M	0.15%	77
2021 Q4	$2.17M	Sell	34,114 -2,184	-6%	-$161K	0.29%	70
2021 Q3	$2.64M	Buy	+36,298	New	+$2.71M	0.36%	58
2020 Q4	$2.05M	Buy	+38,536	New	+$1.98M	0.33%	71