GWAM
Guardian Wealth Advisors (Minnesota)’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
2,797
-14
| -0.5% | -$1.44K | 0.17% | 58 |
|
|
2025
Q1 | $246K | Sell |
2,811
-48
| -2% | -$4.2K | 0.16% | 65 |
|
|
2024
Q4 | $288K | Sell |
2,859
-272
| -9% | -$27.4K | 0.18% | 58 |
|
|
2024
Q3 | $306K | Sell |
3,131
-163
| -5% | -$15.9K | 0.19% | 62 |
|
|
2024
Q2 | $253K | Sell |
3,294
-117
| -3% | -$8.97K | 0.16% | 65 |
|
|
2024
Q1 | $291K | Sell |
3,411
-27
| -0.8% | -$2.31K | 0.19% | 62 |
|
|
2023
Q4 | $250K | Buy |
3,438
+39
| +1% | +$2.84K | 0.17% | 63 |
|
|
2023
Q3 | $220K | Sell |
3,399
-12
| -0.4% | -$777 | 0.17% | 64 |
|
|
2023
Q2 | $220K | Buy |
+3,411
| New | +$220K | 0.16% | 65 |
|