Atria Wealth Solutions’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 | $242K | Sell |
2,708
-911
| -25% | -$81.5K | 0.01% | 1269 |
|
|
2025
Q1 | $345K | Buy |
3,619
+167
| +5% | +$15.9K | ﹤0.01% | 1388 |
|
|
2024
Q4 | $293K | Sell |
3,452
-1,180
| -25% | -$100K | ﹤0.01% | 1536 |
|
|
2024
Q3 | $410K | Buy |
4,632
+278
| +6% | +$24.6K | ﹤0.01% | 1330 |
|
|
2024
Q2 | $333K | Buy |
4,354
+149
| +4% | +$11.4K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $314K | Sell |
4,205
-716
| -15% | -$53.5K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $354K | Buy |
4,921
+229
| +5% | +$16.5K | ﹤0.01% | 1377 |
|
|
2023
Q3 | $346K | Buy |
4,692
+498
| +12% | +$36.7K | ﹤0.01% | 1318 |
|
|
2023
Q2 | $342K | Sell |
4,194
-1,039
| -20% | -$84.6K | ﹤0.01% | 1353 |
|
|
2023
Q1 | $415K | Buy |
5,233
+491
| +10% | +$38.9K | 0.01% | 1239 |
|
|
2022
Q4 | $361K | Sell |
4,742
-425
| -8% | -$32.3K | 0.01% | 1250 |
|
|
2022
Q3 | $333K | Sell |
5,167
-2,543
| -33% | -$164K | 0.01% | 1230 |
|
|
2022
Q2 | $564K | Buy |
7,710
+2,763
| +56% | +$202K | 0.01% | 884 |
|
|
2022
Q1 | $386K | Buy |
+4,947
| New | +$386K | 0.01% | 1190 |
|