Concord 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 | $20.5K | Hold |
200
| – | – | ﹤0.01% | 454 |
|
|
2025
Q1 | $17.5K | Hold |
200
| – | – | ﹤0.01% | 447 |
|
|
2024
Q4 | $20.1K | Hold |
200
| – | – | ﹤0.01% | 453 |
|
|
2024
Q3 | $19.6K | Hold |
200
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $15.3K | Hold |
200
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $17.1K | Buy |
+200
| New | +$17.1K | ﹤0.01% | 508 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$2.4K | – | 1167 |
|
|
2022
Q4 | $2.4K | Buy |
+53
| New | +$2.4K | ﹤0.01% | 902 |
|
|
2022
Q3 | – | Sell |
-17
| Closed | -$1K | – | 868 |
|
|
2022
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1173 |
|
|
2022
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q4 | $1K | Buy |
17
+2
| +13% | +$118 | ﹤0.01% | 1252 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 856 |
|
|
2021
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 998 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 940 |
|