United Asset Strategies’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
$965K Sell
2025
Q2
$917K Sell
2025
Q1
$861K Sell
2024
Q4
$1M Sell
2024
Q3
$1M Sell
2024
Q2
$819K Sell
2024
Q1
$1.05M Sell
2023
Q4
$908K Buy
2023
Q3
$754K Buy
2023
Q2
$734K Buy
2023
Q1
$604K Buy
2022
Q4
$450K Buy
2022
Q3
$379K Buy
2022
Q2
$390K Buy