Gitterman Wealth 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 | $517K | Buy |
5,038
+365
| +8% | +$37.5K | 0.12% | 43 |
|
|
2025
Q1 | $409K | Sell |
4,673
-51
| -1% | -$4.46K | 0.11% | 52 |
|
|
2024
Q4 | $475K | Buy |
4,724
+293
| +7% | +$29.5K | 0.2% | 40 |
|
|
2024
Q3 | $433K | Buy |
4,431
+228
| +5% | +$22.3K | 0.18% | 37 |
|
|
2024
Q2 | $322K | Buy |
4,203
+766
| +22% | +$58.7K | 0.12% | 52 |
|
|
2024
Q1 | $294K | Sell |
3,437
-4,027
| -54% | -$344K | 0.11% | 61 |
|
|
2023
Q4 | $543K | Buy |
7,464
+4,021
| +117% | +$292K | 0.24% | 20 |
|
|
2023
Q3 | $223K | Sell |
3,443
-354
| -9% | -$22.9K | 0.11% | 58 |
|
|
2023
Q2 | $245K | Buy |
+3,797
| New | +$245K | 0.11% | 57 |
|
|
2022
Q1 | – | Sell |
-2,823
| Closed | -$206K | – | 118 |
|
|
2021
Q4 | $206K | Sell |
2,823
-1,953
| -41% | -$143K | 0.15% | 84 |
|
|
2021
Q3 | $347K | Buy |
4,776
+1,531
| +47% | +$111K | 0.28% | 36 |
|
|
2021
Q2 | $219K | Buy |
+3,245
| New | +$219K | 0.18% | 60 |
|