Beacon Investment 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 | $5.62M | Buy |
62,818
+10,204
| +19% | +$913K | 0.25% | 89 |
|
|
2025
Q1 | $5.01M | Buy |
52,614
+2,745
| +6% | +$261K | 0.23% | 88 |
|
|
2024
Q4 | $4.23M | Buy |
49,869
+1,276
| +3% | +$108K | 0.18% | 93 |
|
|
2024
Q3 | $4.3M | Buy |
48,593
+1,466
| +3% | +$130K | 0.18% | 94 |
|
|
2024
Q2 | $3.6M | Buy |
+47,127
| New | +$3.6M | 0.15% | 100 |
|
|
2019
Q4 | – | Sell |
-2,129
| Closed | -$207K | – | 252 |
|
|
2019
Q3 | $207K | Hold |
2,129
| – | – | 0.02% | 228 |
|
|
2019
Q2 | $200K | Sell |
2,129
-1,998
| -48% | -$188K | 0.02% | 223 |
|
|
2019
Q1 | $394K | Sell |
4,127
-48
| -1% | -$4.58K | 0.04% | 170 |
|
|
2018
Q4 | $356K | Buy |
4,175
+17
| +0.4% | +$1.45K | 0.04% | 186 |
|
|
2018
Q3 | $329K | Hold |
4,158
| – | – | 0.03% | 211 |
|
|
2018
Q2 | $335K | Buy |
4,158
+236
| +6% | +$19K | 0.03% | 203 |
|
|
2018
Q1 | $313K | Buy |
+3,922
| New | +$313K | 0.03% | 209 |
|