Trajan Wealth’s Pentair PNR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,259
Closed -$227K 180
2024
Q4
$227K Sell
2,259
-231
-9% -$23.2K 0.01% 152
2024
Q3
$243K Sell
2,490
-135
-5% -$13.2K 0.01% 156
2024
Q2
$201K Sell
2,625
-208
-7% -$15.9K 0.01% 158
2024
Q1
$242K Buy
+2,833
New +$242K 0.02% 154