JFS Wealth 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 | $15.2K | Sell |
148
-1
| -0.7% | -$103 | ﹤0.01% | 724 |
|
|
2025
Q1 | $13K | Buy |
149
+1
| +0.7% | +$87 | ﹤0.01% | 788 |
|
|
2024
Q4 | $14.9K | Sell |
148
-8
| -5% | -$805 | ﹤0.01% | 728 |
|
|
2024
Q3 | $15.3K | Buy |
156
+4
| +3% | +$391 | ﹤0.01% | 710 |
|
|
2024
Q2 | $11.7K | Sell |
152
-2
| -1% | -$153 | ﹤0.01% | 748 |
|
|
2024
Q1 | $13.2K | Sell |
154
-3
| -2% | -$256 | ﹤0.01% | 731 |
|
|
2023
Q4 | $11.4K | Buy |
157
+13
| +9% | +$945 | ﹤0.01% | 734 |
|
|
2023
Q3 | $9.32K | Hold |
144
| – | – | ﹤0.01% | 756 |
|
|
2023
Q2 | $9.3K | Hold |
144
| – | – | ﹤0.01% | 748 |
|
|
2023
Q1 | $7.96K | Buy |
144
+32
| +29% | +$1.77K | ﹤0.01% | 799 |
|
|
2022
Q4 | $5.04K | Sell |
112
-48
| -30% | -$2.16K | ﹤0.01% | 990 |
|
|
2022
Q3 | $7K | Hold |
160
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $7K | Buy |
160
+99
| +162% | +$4.33K | ﹤0.01% | 890 |
|
|
2022
Q1 | $3K | Buy |
61
+20
| +49% | +$984 | ﹤0.01% | 1299 |
|
|
2021
Q4 | $3K | Buy |
+41
| New | +$3K | ﹤0.01% | 977 |
|
|
2020
Q4 | – | Sell |
-55
| Closed | -$3K | – | 615 |
|
|
2020
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 485 |
|
|
2020
Q2 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 495 |
|
|
2016
Q4 | – | Sell |
-283
| Closed | -$12K | – | 482 |
|
|
2016
Q3 | $12K | Hold |
283
| – | – | ﹤0.01% | 368 |
|
|
2016
Q2 | $11K | Hold |
283
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $10K | Hold |
283
| – | – | ﹤0.01% | 394 |
|
|
2015
Q4 | $9K | Hold |
283
| – | – | ﹤0.01% | 405 |
|
|
2015
Q3 | $10K | Sell |
283
-460
| -62% | -$16.3K | ﹤0.01% | 345 |
|
|
2015
Q2 | $34K | Buy |
743
+460
| +163% | +$21.1K | 0.02% | 219 |
|
|
2015
Q1 | $12K | Hold |
283
| – | – | 0.01% | 342 |
|
|
2014
Q4 | $13K | Hold |
283
| – | – | ﹤0.01% | 344 |
|
|
2014
Q3 | $12K | Hold |
283
| – | – | ﹤0.01% | 325 |
|
|
2014
Q2 | $14K | Buy |
+283
| New | +$14K | ﹤0.01% | 297 |
|