United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $282K | Buy |
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|
2025
Q2 | $253K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Sell |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $307K | Buy |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | $218K | Buy |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $409K | Sell |
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|
2017
Q4 | $429K | Sell |
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|
2017
Q3 | $768K | Buy |
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|
2017
Q2 | $638K | Sell |
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|
2017
Q1 | $612K | Sell |
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|
2016
Q4 | $564K | Sell |
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|
2016
Q3 | $690K | Sell |
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|
2016
Q2 | $707K | Buy |
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|
2016
Q1 | $394K | Sell |
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|
2015
Q4 | $365K | Sell |
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|
2015
Q3 | $2.02M | Sell |
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|
2015
Q2 | $11M | Buy |
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|
2015
Q1 | $8.51M | Buy |
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|
2014
Q4 | $8.29M | Buy |
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|
2014
Q3 | $6.87M | Buy |
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|
2014
Q2 | $2.48M | Buy |
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|
2014
Q1 | $1.29M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $294K | Buy |
|