Lifeworks 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 | $586K | Sell |
5,710
-24,377
| -81% | -$2.5M | 0.09% | 175 |
|
|
2025
Q1 | $2.63M | Buy |
30,087
+3,688
| +14% | +$323K | 0.44% | 62 |
|
|
2024
Q4 | $2.66M | Buy |
26,399
+6,923
| +36% | +$697K | 0.48% | 64 |
|
|
2024
Q3 | $1.9M | Sell |
19,476
-1,011
| -5% | -$98.9K | 0.37% | 79 |
|
|
2024
Q2 | $1.57M | Buy |
+20,487
| New | +$1.57M | 0.44% | 68 |
|