Creative Planning’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.07M | Buy |
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|
2025
Q2 | $2.57M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.68M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q2 | $895K | Buy |
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|
2023
Q1 | $731K | Buy |
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|
2022
Q4 | $565K | Buy |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $889K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Buy |
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|
2019
Q3 | $217K | Sell |
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|
2019
Q2 | $254K | Sell |
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $276K | Buy |
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|
2018
Q3 | $309K | Buy |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q3 | $349K | Buy |
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|
2017
Q2 | $341K | Buy |
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|
2017
Q1 | $263K | Sell |
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|
2016
Q4 | $267K | Buy |
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|
2016
Q3 | $263K | Buy |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $254K | Sell |
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|
2015
Q3 | $270K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $300K | Buy |
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|
2014
Q4 | $303K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $285K | Buy |
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|
2013
Q4 | $226K | Buy |
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|
2013
Q3 | $141K | Buy |
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|
2013
Q2 | $124K | Buy |
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