Avantax Advisory Services’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 | $1.33M | Sell |
14,882
-453
| -3% | -$40.5K | 0.01% | 998 |
|
|
2025
Q1 | $1.46M | Buy |
15,335
+344
| +2% | +$32.8K | 0.01% | 904 |
|
|
2024
Q4 | $1.27M | Sell |
14,991
-490
| -3% | -$41.5K | 0.01% | 936 |
|
|
2024
Q3 | $1.37M | Sell |
15,481
-513
| -3% | -$45.4K | 0.01% | 861 |
|
|
2024
Q2 | $1.22M | Sell |
15,994
-866
| -5% | -$66.1K | 0.01% | 881 |
|
|
2024
Q1 | $1.26M | Sell |
16,860
-405
| -2% | -$30.3K | 0.01% | 675 |
|
|
2023
Q4 | $1.24M | Sell |
17,265
-421
| -2% | -$30.2K | 0.01% | 641 |
|
|
2023
Q3 | $1.3M | Sell |
17,686
-48
| -0.3% | -$3.54K | 0.01% | 593 |
|
|
2023
Q2 | $1.44M | Sell |
17,734
-140
| -0.8% | -$11.4K | 0.02% | 565 |
|
|
2023
Q1 | $1.42M | Sell |
17,874
-600
| -3% | -$47.5K | 0.02% | 549 |
|
|
2022
Q4 | $1.4M | Buy |
18,474
+775
| +4% | +$58.9K | 0.02% | 520 |
|
|
2022
Q3 | $1.14M | Sell |
17,699
-389
| -2% | -$25.1K | 0.02% | 521 |
|
|
2022
Q2 | $1.32M | Buy |
18,088
+282
| +2% | +$20.6K | 0.02% | 477 |
|
|
2022
Q1 | $1.4M | Buy |
17,806
+1,258
| +8% | +$98.8K | 0.02% | 454 |
|
|
2021
Q4 | $1.17M | Buy |
16,548
+750
| +5% | +$52.9K | 0.02% | 490 |
|
|
2021
Q3 | $1.14M | Buy |
15,798
+12,030
| +319% | +$867K | 0.02% | 449 |
|
|
2021
Q2 | $309K | Buy |
3,768
+735
| +24% | +$60.3K | 0.01% | 893 |
|
|
2021
Q1 | $247K | Buy |
+3,033
| New | +$247K | 0.01% | 888 |
|
|
2020
Q4 | – | Sell |
-6,713
| Closed | -$501K | – | 1247 |
|
|
2020
Q3 | $501K | Buy |
+6,713
| New | +$501K | 0.01% | 780 |
|