OneAscent Wealth Management’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $352K | Sell |
|
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|
2024
Q2 | $292K | Buy |
|
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|
2024
Q1 | $266K | Sell |
|
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|
2023
Q4 | $257K | Sell |
|
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|
2023
Q3 | $238K | Buy |
|
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $202K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $203K | Buy |
|
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $391K | Buy |
|