Prestige Wealth Management Group’s Pentair PNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.19K	Hold	83	–	–	﹤0.01%	478
2025 Q4	$8.6K	Buy	83 +3	+4%	+$320	﹤0.01%	480
2025 Q3	$8.81K	Hold	80	–	–	﹤0.01%	477
2025 Q2	$8.17K	Hold	80	–	–	﹤0.01%	472
2025 Q1	$6.96K	Hold	80	–	–	﹤0.01%	503
2024 Q4	$8.01K	Hold	80	–	–	﹤0.01%	507
2024 Q3	$7.78K	Hold	80	–	–	﹤0.01%	506
2024 Q2	$6.1K	Hold	80	–	–	﹤0.01%	505
2024 Q1	$6.8K	Hold	80	–	–	﹤0.01%	514
2023 Q4	$5.78K	Hold	80	–	–	﹤0.01%	561
2023 Q3	$5.15K	Hold	80	–	–	﹤0.01%	570
2023 Q2	$5.14K	Hold	80	–	–	﹤0.01%	592
2023 Q1	$4.4K	Buy	80 +19	+31%	+$1.01K	﹤0.01%	605
2022 Q4	$2.72K	Hold	61	–	–	﹤0.01%	766
2022 Q3	$3K	Sell	61 -10	-14%	-$464	﹤0.01%	685
2022 Q2	$3K	Sell	71 -30	-30%	-$1.5K	﹤0.01%	705
2022 Q1	$5K	Buy	101 +34	+51%	+$2.06K	﹤0.01%	624
2021 Q4	$5K	Hold	67	–	–	﹤0.01%	652
2021 Q3	$5K	Hold	67	–	–	﹤0.01%	645
2021 Q2	$5K	Hold	67	–	–	﹤0.01%	637
2021 Q1	$4K	Hold	67	–	–	﹤0.01%	677
2020 Q4	$3K	Buy	67 +7	+12%	+$359	﹤0.01%	701
2020 Q3	$3K	Sell	60 -150	-71%	-$6.53K	﹤0.01%	632
2020 Q2	$8K	Buy	210 +150	+250%	+$5.28K	﹤0.01%	460
2020 Q1	$2K	Buy	60 +36	+150%	+$1.45K	﹤0.01%	660
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	548
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	557
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	478
2019 Q1	$1K	Sell	24 -59	-71%	-$2.46K	﹤0.01%	474
2018 Q4	$3K	Buy	+83	New	+$3.35K	﹤0.01%	742