IFP Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
1,656
+183
| +12% | +$18.8K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $129K | Buy |
1,473
+1,133
| +333% | +$99.2K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $34.2K | Buy |
340
+76
| +29% | +$7.65K | ﹤0.01% | 2017 |
|
|
2024
Q3 | $25.8K | Buy |
264
+42
| +19% | +$4.1K | ﹤0.01% | 2041 |
|
|
2024
Q2 | $17K | Buy |
222
+6
| +3% | +$460 | ﹤0.01% | 2151 |
|
|
2024
Q1 | $18.5K | Buy |
216
+27
| +14% | +$2.31K | ﹤0.01% | 2003 |
|
|
2023
Q4 | $13.7K | Sell |
189
-220
| -54% | -$16K | ﹤0.01% | 2069 |
|
|
2023
Q3 | $26.5K | Buy |
409
+202
| +98% | +$13.1K | ﹤0.01% | 1806 |
|
|
2023
Q2 | $13.4K | Buy |
207
+19
| +10% | +$1.23K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $8.25K | Sell |
188
-942
| -83% | -$41.3K | ﹤0.01% | 2373 |
|
|
2022
Q4 | $53K | Sell |
1,130
-97
| -8% | -$4.55K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $60K | Buy |
1,227
+66
| +6% | +$3.23K | ﹤0.01% | 2238 |
|
|
2022
Q2 | $57K | Hold |
1,161
| – | – | ﹤0.01% | 2072 |
|
|
2022
Q1 | $57K | Buy |
1,161
+911
| +364% | +$44.7K | ﹤0.01% | 2072 |
|
|
2021
Q4 | $20K | Buy |
250
+7
| +3% | +$560 | ﹤0.01% | 1911 |
|
|
2021
Q3 | $20K | Buy |
243
+33
| +16% | +$2.72K | ﹤0.01% | 1927 |
|
|
2021
Q2 | $13K | Buy |
210
+3
| +1% | +$186 | ﹤0.01% | 2115 |
|
|
2021
Q1 | $13K | Buy |
207
+28
| +16% | +$1.76K | ﹤0.01% | 2019 |
|
|
2020
Q4 | $10K | Hold |
179
| – | – | ﹤0.01% | 2078 |
|
|
2020
Q3 | $9K | Hold |
179
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q2 | $7K | Buy |
179
+46
| +35% | +$1.8K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $4K | Sell |
133
-22
| -14% | -$662 | ﹤0.01% | 2138 |
|
|
2019
Q4 | $8K | Sell |
155
-53
| -25% | -$2.74K | ﹤0.01% | 2019 |
|
|
2019
Q3 | $7K | Buy |
+208
| New | +$7K | ﹤0.01% | 2223 |
|
|
2019
Q1 | – | Sell |
-198
| Closed | -$7K | – | 3128 |
|
|
2018
Q4 | $7K | Sell |
198
-20
| -9% | -$707 | ﹤0.01% | 2652 |
|
|
2018
Q3 | $9K | Sell |
218
-146
| -40% | -$6.03K | ﹤0.01% | 2882 |
|
|
2018
Q2 | $15K | Sell |
364
-232
| -39% | -$9.56K | ﹤0.01% | 2614 |
|
|
2018
Q1 | $28K | Hold |
596
| – | – | ﹤0.01% | 2184 |
|
|
2017
Q4 | $28K | Sell |
596
-540
| -48% | -$25.4K | ﹤0.01% | 2181 |
|
|
2017
Q3 | $52K | Sell |
1,136
-143
| -11% | -$6.55K | ﹤0.01% | 1947 |
|
|
2017
Q2 | $57K | Buy |
1,279
+7
| +0.6% | +$312 | ﹤0.01% | 1871 |
|
|
2017
Q1 | $54K | Sell |
1,272
-55
| -4% | -$2.34K | ﹤0.01% | 1870 |
|
|
2016
Q4 | $50K | Buy |
1,327
+201
| +18% | +$7.57K | ﹤0.01% | 1877 |
|
|
2016
Q3 | $49K | Sell |
1,126
-621
| -36% | -$27K | ﹤0.01% | 1819 |
|
|
2016
Q2 | $68K | Buy |
+1,747
| New | +$68K | ﹤0.01% | 1568 |
|
|
2016
Q1 | – | Sell |
-3,319
| Closed | -$110K | – | 3159 |
|
|
2015
Q4 | $110K | Buy |
+3,319
| New | +$110K | 0.01% | 1119 |
|