DWM
Dakota Wealth Management’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.61M | Sell |
64,364
-6,645
| -9% | -$682K | 0.14% | 132 |
|
|
2025
Q1 | $6.21M | Sell |
71,009
-117,848
| -62% | -$10.3M | 0.15% | 132 |
|
|
2024
Q4 | $19M | Buy |
188,857
+13,283
| +8% | +$1.34M | 0.44% | 44 |
|
|
2024
Q3 | $17.2M | Buy |
175,574
+115,137
| +191% | +$11.3M | 0.39% | 49 |
|
|
2024
Q2 | $4.63M | Sell |
60,437
-2,076
| -3% | -$159K | 0.11% | 164 |
|
|
2024
Q1 | $5.34M | Sell |
62,513
-4,028
| -6% | -$344K | 0.13% | 147 |
|
|
2023
Q4 | $4.84M | Sell |
66,541
-70,411
| -51% | -$5.12M | 0.19% | 129 |
|
|
2023
Q3 | $8.87M | Sell |
136,952
-5,787
| -4% | -$375K | 0.39% | 73 |
|
|
2023
Q2 | $9.22M | Buy |
142,739
+88,149
| +161% | +$5.69M | 0.43% | 63 |
|
|
2023
Q1 | $3.02M | Sell |
54,590
-21,683
| -28% | -$1.2M | 0.2% | 119 |
|
|
2022
Q4 | $3.43M | Sell |
76,273
-3,630
| -5% | -$163K | 0.24% | 99 |
|
|
2022
Q3 | $3.25M | Buy |
79,903
+560
| +0.7% | +$22.8K | 0.26% | 93 |
|
|
2022
Q2 | $3.63M | Buy |
79,343
+390
| +0.5% | +$17.9K | 0.33% | 86 |
|
|
2022
Q1 | $4.28M | Buy |
+78,953
| New | +$4.28M | 0.35% | 86 |
|