Ballentine Partners’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 | $202K | Buy |
2,256
+51
| +2% | +$4.56K | ﹤0.01% | 885 |
|
|
2025
Q1 | $210K | Buy |
+2,205
| New | +$210K | ﹤0.01% | 785 |
|
|
2024
Q1 | – | Sell |
-2,974
| Closed | -$214K | – | 755 |
|
|
2023
Q4 | $214K | Buy |
+2,974
| New | +$214K | ﹤0.01% | 601 |
|
|
2023
Q3 | – | Sell |
-2,645
| Closed | -$215K | – | 640 |
|
|
2023
Q2 | $215K | Buy |
2,645
+76
| +3% | +$6.19K | ﹤0.01% | 535 |
|
|
2023
Q1 | $204K | Buy |
+2,569
| New | +$204K | 0.01% | 520 |
|