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Beacon Investment Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Beacon Investment Advisory Services’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.05M Buy
65,932
+279
+0.4% +$28.5K 0.26% 82
2026
Q1 		$6.61M Buy
65,653
+482
+0.7% +$46.5K 0.27% 88
2025
Q4 		$5.78M Buy
65,171
+160
+0.2% +$14.3K 0.24% 89
2025
Q3 		$5.83M Buy
65,011
+2,193
+3% +$197K 0.25% 87
2025
Q2 		$5.62M Buy
62,818
+10,204
+19% +$933K 0.25% 89
2025
Q1 		$5.01M Buy
52,614
+2,745
+6% +$245K 0.23% 88
2024
Q4 		$4.23M Buy
49,869
+1,276
+3% +$113K 0.18% 93
2024
Q3 		$4.3M Buy
48,593
+1,466
+3% +$125K 0.18% 94
2024
Q2 		$3.6M Buy
+47,127
New +$3.56M 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% -$190K 0.02% 223
2019
Q1 		$394K Sell
4,127
-48
-1% -$4.33K 0.04% 170
2018
Q4 		$356K Buy
4,175
+17
+0.4% +$1.46K 0.04% 186
2018
Q3 		$329K Hold
4,158
– – 0.03% 211
2018
Q2 		$335K Buy
4,158
+236
+6% +$18.5K 0.03% 203
2018
Q1 		$313K Buy
+3,922
New +$308K 0.03% 209

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CNB
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HWAM
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BC
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YIH
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WAP
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