AE Wealth Management’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $237K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $6.64M | Buy |
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|
2022
Q1 | $4.3M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.44M | Buy |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $926K | Buy |
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|
2020
Q3 | $862K | Buy |
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|
2020
Q2 | $836K | Buy |
|