SOA Wealth Advisors’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 | $216 | Hold |
|
|||||
|
2025
Q1 | $183 | Hold |
|
|||||
|
2024
Q4 | $211 | Hold |
|
|||||
|
2024
Q3 | $204 | Hold |
|
|||||
|
2024
Q2 | $160 | Hold |
|
|||||
|
2024
Q1 | $177 | Hold |
|
|||||
|
2023
Q4 | $150 | Hold |
|
|||||
|
2023
Q3 | $133 | Hold |
|
|||||
|
2023
Q2 | $133 | Hold |
|
|||||
|
2023
Q1 | $113 | Hold |
|
|||||
|
2022
Q4 | $92 | Sell |
|
|||||
|
2022
Q3 | $1K | Hold |
|
|||||
|
2022
Q2 | $1K | Sell |
|
|||||
|
2022
Q1 | $5K | Hold |
|
|||||
|
2021
Q4 | $6K | Hold |
|
|||||
|
2021
Q3 | $6K | Buy |
|
|||||
|
2021
Q2 | $3K | Buy |
|
|||||
|
2021
Q1 | $2K | Sell |
|
|||||
|
2020
Q4 | $2K | Buy |
|