United Capital 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 | $253K | Sell |
2,464
-138
| -5% | -$14.2K | ﹤0.01% | 969 |
|
|
2025
Q1 | $228K | Buy |
2,602
+14
| +0.5% | +$1.23K | ﹤0.01% | 966 |
|
|
2024
Q4 | $260K | Sell |
2,588
-64
| -2% | -$6.44K | ﹤0.01% | 927 |
|
|
2024
Q3 | $259K | Buy |
+2,652
| New | +$259K | ﹤0.01% | 923 |
|
|
2020
Q1 | – | Sell |
-5,323
| Closed | -$244K | – | 1313 |
|
|
2019
Q4 | $244K | Sell |
5,323
-325
| -6% | -$14.9K | ﹤0.01% | 1210 |
|
|
2019
Q3 | $213K | Sell |
5,648
-2,617
| -32% | -$98.7K | ﹤0.01% | 1160 |
|
|
2019
Q2 | $307K | Buy |
8,265
+1,788
| +28% | +$66.4K | ﹤0.01% | 1186 |
|
|
2019
Q1 | $285K | Buy |
6,477
+696
| +12% | +$30.6K | ﹤0.01% | 1128 |
|
|
2018
Q4 | $218K | Buy |
5,781
+500
| +9% | +$18.9K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $230K | Sell |
5,281
-23
| -0.4% | -$1K | ﹤0.01% | 1211 |
|
|
2018
Q2 | $223K | Sell |
5,304
-3,642
| -41% | -$153K | ﹤0.01% | 1195 |
|
|
2018
Q1 | $409K | Sell |
8,946
-95
| -1% | -$4.34K | ﹤0.01% | 1005 |
|
|
2017
Q4 | $429K | Sell |
9,041
-7,795
| -46% | -$370K | ﹤0.01% | 1007 |
|
|
2017
Q3 | $768K | Buy |
16,836
+2,552
| +18% | +$116K | 0.01% | 843 |
|
|
2017
Q2 | $638K | Sell |
14,284
-223
| -2% | -$9.96K | 0.01% | 873 |
|
|
2017
Q1 | $612K | Sell |
14,507
-480
| -3% | -$20.3K | 0.01% | 867 |
|
|
2016
Q4 | $564K | Sell |
14,987
-996
| -6% | -$37.5K | 0.01% | 906 |
|
|
2016
Q3 | $690K | Sell |
15,983
-2,163
| -12% | -$93.4K | 0.01% | 876 |
|
|
2016
Q2 | $707K | Buy |
18,146
+7,328
| +68% | +$286K | 0.01% | 832 |
|
|
2016
Q1 | $394K | Sell |
10,818
-143
| -1% | -$5.21K | ﹤0.01% | 939 |
|
|
2015
Q4 | $365K | Sell |
10,961
-47,904
| -81% | -$1.6M | ﹤0.01% | 965 |
|
|
2015
Q3 | $2.02M | Sell |
58,865
-179,277
| -75% | -$6.15M | 0.02% | 523 |
|
|
2015
Q2 | $11M | Buy |
238,142
+34,316
| +17% | +$1.58M | 0.13% | 189 |
|
|
2015
Q1 | $8.51M | Buy |
203,826
+18,100
| +10% | +$756K | 0.1% | 247 |
|
|
2014
Q4 | $8.29M | Buy |
185,726
+29,528
| +19% | +$1.32M | 0.12% | 189 |
|
|
2014
Q3 | $6.87M | Buy |
156,198
+104,987
| +205% | +$4.62M | 0.12% | 201 |
|
|
2014
Q2 | $2.48M | Buy |
51,211
+26,933
| +111% | +$1.3M | 0.05% | 373 |
|
|
2014
Q1 | $1.29M | Buy |
+24,278
| New | +$1.29M | 0.03% | 431 |
|
|
2013
Q4 | – | Sell |
-6,732
| Closed | -$294K | – | 733 |
|
|
2013
Q3 | $294K | Buy |
+6,732
| New | +$294K | 0.01% | 560 |
|