SWA
SOA Wealth Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216 | Hold |
2
| – | – | ﹤0.01% | 818 |
|
|
2025
Q1 | $183 | Hold |
2
| – | – | ﹤0.01% | 830 |
|
|
2024
Q4 | $211 | Hold |
2
| – | – | ﹤0.01% | 819 |
|
|
2024
Q3 | $204 | Hold |
2
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $160 | Hold |
2
| – | – | ﹤0.01% | 808 |
|
|
2024
Q1 | $177 | Hold |
2
| – | – | ﹤0.01% | 854 |
|
|
2023
Q4 | $150 | Hold |
2
| – | – | ﹤0.01% | 857 |
|
|
2023
Q3 | $133 | Hold |
2
| – | – | ﹤0.01% | 893 |
|
|
2023
Q2 | $133 | Hold |
2
| – | – | ﹤0.01% | 895 |
|
|
2023
Q1 | $113 | Hold |
2
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $92 | Sell |
2
-40
| -95% | -$1.84K | ﹤0.01% | 946 |
|
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 793 |
|
|
2022
Q2 | $1K | Sell |
42
-51
| -55% | -$1.21K | ﹤0.01% | 776 |
|
|
2022
Q1 | $5K | Hold |
93
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 644 |
|
|
2021
Q3 | $6K | Buy |
93
+45
| +94% | +$2.9K | ﹤0.01% | 666 |
|
|
2021
Q2 | $3K | Buy |
48
+3
| +7% | +$188 | ﹤0.01% | 734 |
|
|
2021
Q1 | $2K | Sell |
45
-4
| -8% | -$178 | ﹤0.01% | 723 |
|
|
2020
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 697 |
|