WA
Waverly Advisors’s Pentair PNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Buy |
94,626
+513
| +0.5% | +$52.7K | 0.11% | 193 |
|
|
2025
Q1 | $8.23M | Sell |
94,113
-557
| -0.6% | -$48.7K | 0.1% | 208 |
|
|
2024
Q4 | $9.53M | Sell |
94,670
-4,119
| -4% | -$415K | 0.15% | 146 |
|
|
2024
Q3 | $9.66M | Buy |
98,789
+6
| +0% | +$587 | 0.18% | 124 |
|
|
2024
Q2 | $7.57M | Buy |
98,783
+49
| +0% | +$3.76K | 0.15% | 141 |
|
|
2024
Q1 | $8.44M | Buy |
+98,734
| New | +$8.44M | 0.2% | 102 |
|
|
2014
Q2 | – | Sell |
-67
| Closed | -$5K | – | 747 |
|
|
2014
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 558 |
|
|
2013
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 678 |
|