Bartlett & Co 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
2026 Q1	$12.8K	Buy	125 +2	+2%	+$193	﹤0.01%	886
2025 Q4	$10.9K	Buy	123 +22	+22%	+$1.97K	﹤0.01%	912
2025 Q3	$9.06K	Hold	101	–	–	﹤0.01%	931
2025 Q2	$9.04K	Buy	101 +1	+1%	+$91	﹤0.01%	929
2025 Q1	$9.53K	Hold	100	–	–	﹤0.01%	916
2024 Q4	$8.48K	Hold	100	–	–	﹤0.01%	923
2024 Q3	$8.86K	Hold	100	–	–	﹤0.01%	924
2024 Q2	$7.64K	Sell	100 -250	-71%	-$18.9K	﹤0.01%	945
2024 Q1	$26.2K	Sell	350 -421	-55%	-$29.6K	﹤0.01%	779
2023 Q4	$55.4K	Buy	771 +262	+51%	+$19.3K	﹤0.01%	683
2023 Q3	$37.5K	Buy	509 +9	+2%	+$714	﹤0.01%	711
2023 Q2	$40.7K	Hold	500	–	–	﹤0.01%	709
2023 Q1	$39.6K	Hold	500	–	–	﹤0.01%	602
2022 Q4	$38K	Hold	500	–	–	﹤0.01%	619
2022 Q3	$32.3K	Hold	500	–	–	﹤0.01%	636
2022 Q2	$36.6K	Sell	500 -150	-23%	-$11.2K	﹤0.01%	624
2022 Q1	$50.8K	Buy	+650	New	+$46.5K	﹤0.01%	584
2021 Q4	–	Sell	-600	Closed	-$43.4K	–	753
2021 Q3	$43.4K	Sell	600 -100	-14%	-$7.93K	﹤0.01%	530
2021 Q2	$57.4K	Hold	700	–	–	﹤0.01%	483
2021 Q1	$56.9K	Sell	700 -150	-18%	-$11.6K	﹤0.01%	511
2020 Q4	$68K	Hold	850	–	–	﹤0.01%	486
2020 Q3	$63.4K	Hold	850	–	–	﹤0.01%	455
2020 Q2	$62.3K	Hold	850	–	–	﹤0.01%	455
2020 Q1	$64.4K	Hold	850	–	–	﹤0.01%	420
2019 Q4	$76.4K	Hold	850	–	–	﹤0.01%	447
2019 Q3	$82.5K	Buy	850 +500	+143%	+$47.1K	﹤0.01%	415
2019 Q2	$32.9K	Hold	350	–	–	﹤0.01%	485
2019 Q1	$33.5K	Hold	350	–	–	﹤0.01%	470
2018 Q4	$29.8K	Buy	+350	New	+$30.1K	﹤0.01%	477