EverSource Wealth Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Buy |
4,807
+2,230
| +87% | +$229K | 0.02% | 461 |
|
|
2025
Q1 | $225K | Buy |
2,577
+121
| +5% | +$10.6K | 0.01% | 614 |
|
|
2024
Q4 | $247K | Buy |
2,456
+826
| +51% | +$83.1K | 0.01% | 573 |
|
|
2024
Q3 | $159K | Buy |
1,630
+294
| +22% | +$28.7K | 0.01% | 632 |
|
|
2024
Q2 | $117K | Buy |
1,336
+290
| +28% | +$25.5K | 0.01% | 734 |
|
|
2024
Q1 | $82.8K | Buy |
1,046
+170
| +19% | +$13.5K | 0.01% | 782 |
|
|
2023
Q4 | $63.6K | Buy |
876
+173
| +25% | +$12.6K | 0.01% | 806 |
|
|
2023
Q3 | $45.5K | Buy |
703
+271
| +63% | +$17.6K | ﹤0.01% | 849 |
|
|
2023
Q2 | $27.9K | Buy |
432
+137
| +46% | +$8.84K | ﹤0.01% | 1030 |
|
|
2023
Q1 | $16.3K | Buy |
295
+184
| +166% | +$10.2K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $5K | Buy |
111
+18
| +19% | +$810 | ﹤0.01% | 1598 |
|
|
2022
Q3 | $4K | Sell |
93
-81
| -47% | -$3.48K | ﹤0.01% | 1464 |
|
|
2022
Q2 | $8K | Buy |
174
+95
| +120% | +$4.37K | ﹤0.01% | 1123 |
|
|
2022
Q1 | $5K | Buy |
79
+50
| +172% | +$3.17K | ﹤0.01% | 1280 |
|
|
2021
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1602 |
|