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Charter Oak Advisors’s Pentair PNR Stock Holding History

Charter Oak Advisors’s Portfolio PNR Stock Details PNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.96M Hold
48,318
– – 2.21% 10
2025
Q1 		$4.23M Sell
48,318
-84,035
-63% -$7.35M 3.01% 10
2024
Q4 		$13.3M Buy
+132,353
New +$13.3M 7.63% 5