AE Wealth Management’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 | $12.5M | Buy |
139,599
+136,670
| +4,666% | +$12.2M | 0.09% | 222 |
|
|
2025
Q1 | $279K | Buy |
2,929
+137
| +5% | +$13K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $237K | Buy |
+2,792
| New | +$237K | ﹤0.01% | 1200 |
|
|
2024
Q3 | – | Sell |
-5,786
| Closed | -$442K | – | 1309 |
|
|
2024
Q2 | $442K | Buy |
+5,786
| New | +$442K | ﹤0.01% | 913 |
|
|
2024
Q1 | – | Sell |
-4,789
| Closed | -$342K | – | 1763 |
|
|
2023
Q4 | $342K | Buy |
4,789
+12
| +0.3% | +$856 | ﹤0.01% | 1641 |
|
|
2023
Q3 | $352K | Sell |
4,777
-438
| -8% | -$32.3K | ﹤0.01% | 1534 |
|
|
2023
Q2 | $425K | Sell |
5,215
-398
| -7% | -$32.4K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $445K | Buy |
5,613
+928
| +20% | +$73.5K | ﹤0.01% | 1397 |
|
|
2022
Q4 | $356K | Buy |
4,685
+887
| +23% | +$67.4K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $245K | Sell |
3,798
-86,981
| -96% | -$5.61M | ﹤0.01% | 1548 |
|
|
2022
Q2 | $6.64M | Buy |
90,779
+35,734
| +65% | +$2.61M | 0.05% | 361 |
|
|
2022
Q1 | $4.3M | Buy |
55,045
+13,489
| +32% | +$1.05M | 0.03% | 487 |
|
|
2021
Q4 | $2.93M | Buy |
41,556
+7,861
| +23% | +$555K | 0.02% | 572 |
|
|
2021
Q3 | $2.44M | Buy |
33,695
+8,365
| +33% | +$605K | 0.02% | 582 |
|
|
2021
Q2 | $2.08M | Buy |
25,330
+11,100
| +78% | +$910K | 0.02% | 628 |
|
|
2021
Q1 | $1.16M | Buy |
14,230
+2,649
| +23% | +$216K | 0.01% | 721 |
|
|
2020
Q4 | $926K | Buy |
11,581
+20
| +0.2% | +$1.6K | 0.01% | 730 |
|
|
2020
Q3 | $862K | Buy |
11,561
+151
| +1% | +$11.3K | 0.01% | 674 |
|
|
2020
Q2 | $836K | Buy |
+11,410
| New | +$836K | 0.01% | 681 |
|