LVW 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 | $285K | Sell |
2,775
-125
| -4% | -$12.8K | 0.03% | 269 |
|
2025
Q1 | $254K | Hold |
2,900
| – | – | 0.03% | 262 |
|
2024
Q4 | $292K | Sell |
2,900
-25
| -0.9% | -$2.52K | 0.04% | 251 |
|
2024
Q3 | $286K | Hold |
2,925
| – | – | 0.04% | 252 |
|
2024
Q2 | $224K | Hold |
2,925
| – | – | 0.03% | 268 |
|
2024
Q1 | $250K | Hold |
2,925
| – | – | 0.04% | 251 |
|
2023
Q4 | $213K | Buy |
+2,925
| New | +$213K | 0.04% | 243 |
|