Forum Financial Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
3,226
+352
| +12% | +$36.1K | 0.01% | 619 |
|
|
2025
Q1 | $251K | Buy |
2,874
+18
| +0.6% | +$1.58K | ﹤0.01% | 691 |
|
|
2024
Q4 | $287K | Buy |
2,856
+45
| +2% | +$4.53K | ﹤0.01% | 640 |
|
|
2024
Q3 | $275K | Sell |
2,811
-33
| -1% | -$3.23K | ﹤0.01% | 558 |
|
|
2024
Q2 | $218K | Buy |
2,844
+4
| +0.1% | +$307 | ﹤0.01% | 633 |
|
|
2024
Q1 | $243K | Buy |
2,840
+35
| +1% | +$2.99K | ﹤0.01% | 603 |
|
|
2023
Q4 | $204K | Buy |
+2,805
| New | +$204K | ﹤0.01% | 635 |
|
|
2022
Q1 | – | Sell |
-2,794
| Closed | -$204K | – | 661 |
|
|
2021
Q4 | $204K | Buy |
+2,794
| New | +$204K | 0.01% | 615 |
|