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Pentair cs shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Pentair cs (PNR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Pentair cs

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All positions including Pentair cs held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pentair cs by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $510k 5.2k 97.80
2024-06-30 $402k 5.2k 76.68
2024-03-31 $504k 5.9k 85.45
2023-09-30 $382k 5.9k 64.75
2023-06-30 $381k 5.9k 64.60
2023-03-31 $314k 5.7k 55.27
2022-12-31 $255k 5.7k 44.98
2022-09-30 $230k 5.7k 40.64
2022-06-30 $289k 6.3k 45.76
2022-03-31 $307k 5.7k 54.25
2021-12-31 $308k 4.2k 73.04
2014-06-30 $203k 2.8k 72.04