Barrett & Company’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 | – | Sell |
-33
| Closed | -$3.14K | – | 651 |
|
|
2025
Q1 | $3.14K | Sell |
33
-134
| -80% | -$12.8K | ﹤0.01% | 527 |
|
|
2024
Q4 | $14.2K | Buy |
+167
| New | +$14.2K | 0.01% | 411 |
|
|
2024
Q3 | – | Sell |
-167
| Closed | -$12.8K | – | 598 |
|
|
2024
Q2 | $12.8K | Hold |
167
| – | – | 0.01% | 414 |
|
|
2024
Q1 | $12.5K | Hold |
167
| – | – | 0.01% | 417 |
|
|
2023
Q4 | $12K | Hold |
167
| – | – | 0.01% | 405 |
|
|
2023
Q3 | $12.3K | Hold |
167
| – | – | 0.01% | 394 |
|
|
2023
Q2 | $13.6K | Hold |
167
| – | – | 0.01% | 387 |
|
|
2023
Q1 | $13.2K | Hold |
167
| – | – | 0.01% | 363 |
|
|
2022
Q4 | $12.7K | Hold |
167
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $12.7K | Buy |
+167
| New | +$12.7K | 0.01% | 362 |
|