1620 Investment Advisors’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
5,017
+279
| +6% | +$25K | 0.32% | 94 |
|
|
2025
Q1 | $451K | Buy |
4,738
+55
| +1% | +$5.24K | 0.35% | 90 |
|
|
2024
Q4 | $397K | Buy |
4,683
+162
| +4% | +$13.7K | 0.3% | 102 |
|
|
2024
Q3 | $401K | Buy |
4,521
+49
| +1% | +$4.34K | 0.29% | 102 |
|
|
2024
Q2 | $342K | Buy |
4,472
+2,629
| +143% | +$201K | 0.26% | 110 |
|
|
2024
Q1 | $331K | Buy |
+1,843
| New | +$331K | 0.33% | 102 |
|
|
2023
Q4 | – | Sell |
-4,275
| Closed | -$315K | – | 150 |
|
|
2023
Q3 | $315K | Buy |
4,275
+3
| +0.1% | +$221 | 0.36% | 99 |
|
|
2023
Q2 | $348K | Buy |
4,272
+5
| +0.1% | +$407 | 0.38% | 87 |
|
|
2023
Q1 | $338K | Buy |
4,267
+70
| +2% | +$5.55K | 0.41% | 85 |
|
|
2022
Q4 | $319K | Buy |
4,197
+283
| +7% | +$21.5K | 0.39% | 93 |
|
|
2022
Q3 | $252K | Buy |
3,914
+82
| +2% | +$5.28K | 0.37% | 96 |
|
|
2022
Q2 | $280K | Buy |
3,832
+327
| +9% | +$23.9K | 0.39% | 94 |
|
|
2022
Q1 | $247K | Hold |
3,505
| – | – | 0.27% | 107 |
|
|
2021
Q4 | $247K | Buy |
+3,505
| New | +$247K | 0.28% | 103 |
|