Kovitz Investment Group Partners’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
3,064
+359
| +13% | +$36.8K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $237K | Sell |
2,705
-924
| -25% | -$80.8K | ﹤0.01% | 1118 |
|
|
2024
Q4 | $365K | Buy |
+3,629
| New | +$365K | ﹤0.01% | 983 |
|
|
2024
Q3 | – | Sell |
-11,976
| Closed | -$918K | – | 1085 |
|
|
2024
Q2 | $918K | Sell |
11,976
-390
| -3% | -$29.9K | 0.01% | 550 |
|
|
2024
Q1 | $1.06M | Buy |
+12,366
| New | +$1.06M | 0.01% | 398 |
|