Transamerica Financial Advisors’s Pentair PNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.7K	Sell	122 -831	-87%	-$81.4K	﹤0.01%	911
2025 Q4	$99.3K	Buy	953 +73	+8%	+$7.8K	0.01%	458
2025 Q3	$97.4K	Buy	880 +137	+18%	+$14.6K	0.01%	408
2025 Q2	$76.2K	Buy	743 +85	+13%	+$7.94K	0.01%	289
2025 Q1	$58K	Sell	658 -717	-52%	-$68.3K	0.01%	301
2024 Q4	$139K	Sell	1,375 -109	-7%	-$11.2K	0.01%	241
2024 Q3	$146K	Buy	1,484 +1,425	+2,415%	+$122K	0.01%	245
2024 Q2	$5K	Hold	59	–	–	﹤0.01%	347
2024 Q1	$6K	Buy	+59	New	+$4.47K	﹤0.01%	369
2016 Q2	–	Sell	-9	Closed	-$1K	–	631
2016 Q1	$1K	Hold	9	–	–	﹤0.01%	711
2015 Q4	$1K	Hold	9	–	–	﹤0.01%	777
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	778
2015 Q2	$1K	Hold	9	–	–	﹤0.01%	842
2015 Q1	$1K	Hold	9	–	–	﹤0.01%	835
2014 Q4	$1K	Hold	9	–	–	﹤0.01%	680
2014 Q3	$1K	Hold	9	–	–	﹤0.01%	641
2014 Q2	$1K	Hold	9	–	–	﹤0.01%	648
2014 Q1	$1K	Hold	9	–	–	﹤0.01%	611
2013 Q4	$1K	Sell	9 -18	-67%	-$837	﹤0.01%	579
2013 Q3	$2K	Hold	27	–	–	﹤0.01%	543
2013 Q2	$2K	Buy	+27	New	+$1.01K	﹤0.01%	522