Sequoia Financial 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 | $885K | Buy |
8,625
+4,172
| +94% | +$428K | 0.01% | 730 |
|
|
2025
Q1 | $390K | Buy |
4,453
+1,067
| +32% | +$93.3K | ﹤0.01% | 950 |
|
|
2024
Q4 | $341K | Sell |
3,386
-1,648
| -33% | -$166K | ﹤0.01% | 961 |
|
|
2024
Q3 | $492K | Buy |
5,034
+2,279
| +83% | +$223K | 0.01% | 752 |
|
|
2024
Q2 | $211K | Buy |
2,755
+204
| +8% | +$15.6K | ﹤0.01% | 1075 |
|
|
2024
Q1 | $218K | Sell |
2,551
-2,132
| -46% | -$182K | ﹤0.01% | 1011 |
|
|
2023
Q4 | $340K | Buy |
+4,683
| New | +$340K | ﹤0.01% | 870 |
|