Bartlett & Co Wealth Management’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 | $9.04K | Buy |
101
+1
| +1% | +$89 | ﹤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% | -$19.1K | ﹤0.01% | 945 |
|
|
2024
Q1 | $26.2K | Sell |
350
-421
| -55% | -$31.5K | ﹤0.01% | 779 |
|
|
2023
Q4 | $55.4K | Buy |
771
+262
| +51% | +$18.8K | ﹤0.01% | 683 |
|
|
2023
Q3 | $37.5K | Buy |
509
+9
| +2% | +$663 | ﹤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% | -$11K | ﹤0.01% | 624 |
|
|
2022
Q1 | $50.8K | Buy |
+650
| New | +$50.8K | ﹤0.01% | 584 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$43.4K | – | 754 |
|
|
2021
Q3 | $43.4K | Sell |
600
-100
| -14% | -$7.24K | ﹤0.01% | 530 |
|
|
2021
Q2 | $57.4K | Hold |
700
| – | – | ﹤0.01% | 483 |
|
|
2021
Q1 | $56.9K | Sell |
700
-150
| -18% | -$12.2K | ﹤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% | +$48.5K | ﹤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 | +$29.8K | ﹤0.01% | 477 |
|