Transamerica Financial Advisors’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Buy |
743
+85
| +13% | +$8.72K | 0.01% | 289 |
|
|
2025
Q1 | $58K | Sell |
658
-717
| -52% | -$63.2K | 0.01% | 301 |
|
|
2024
Q4 | $139K | Sell |
1,375
-109
| -7% | -$11K | 0.01% | 241 |
|
|
2024
Q3 | $146K | Buy |
1,484
+1,425
| +2,415% | +$140K | 0.01% | 245 |
|
|
2024
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $6K | Buy |
+59
| New | +$6K | ﹤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% | 647 |
|
|
2014
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 611 |
|
|
2013
Q4 | $1K | Sell |
9
-18
| -67% | -$2K | ﹤0.01% | 578 |
|
|
2013
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 542 |
|
|
2013
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 521 |
|