Sound Financial Strategies Group’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $755K | Sell |
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|
2025
Q2 | $858K | Buy |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $978K | Buy |
|
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|
2024
Q3 | $886K | Buy |
|
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|
2024
Q2 | $686K | Sell |
|
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|
2024
Q1 | $800K | Sell |
|
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|
2023
Q4 | $703K | Sell |
|
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.05M | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $620K | Sell |
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|
2021
Q1 | $686K | Sell |
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|
2020
Q4 | $650K | Buy |
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