Integrated Wealth Concepts’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
13,727
+5,111
| +59% | +$525K | 0.01% | 758 |
|
|
2025
Q1 | $754K | Sell |
8,616
-1,169
| -12% | -$102K | 0.01% | 955 |
|
|
2024
Q4 | $985K | Sell |
9,785
-29
| -0.3% | -$2.92K | 0.01% | 816 |
|
|
2024
Q3 | $960K | Buy |
9,814
+187
| +2% | +$18.3K | 0.01% | 818 |
|
|
2024
Q2 | $738K | Sell |
9,627
-981
| -9% | -$75.2K | 0.01% | 886 |
|
|
2024
Q1 | $906K | Sell |
10,608
-497
| -4% | -$42.5K | 0.01% | 795 |
|
|
2023
Q4 | $807K | Sell |
11,105
-1,233
| -10% | -$89.7K | 0.01% | 805 |
|
|
2023
Q3 | $799K | Buy |
12,338
+89
| +0.7% | +$5.76K | 0.01% | 787 |
|
|
2023
Q2 | $791K | Buy |
+12,249
| New | +$791K | 0.01% | 776 |
|