Bedel Financial Consulting’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	$372K	Hold	3,690	–	–	0.04%	200
2025 Q4	$327K	Hold	3,690	–	–	0.04%	210
2025 Q3	$331K	Hold	3,690	–	–	0.04%	205
2025 Q2	$330K	Hold	3,690	–	–	0.05%	204
2025 Q1	$345K	Hold	3,690	–	–	0.05%	192
2024 Q4	$326K	Hold	3,690	–	–	0.05%	203
2024 Q3	$327K	Hold	3,690	–	–	0.05%	197
2024 Q2	$282K	Hold	3,690	–	–	0.04%	205
2024 Q1	$276K	Hold	3,690	–	–	0.04%	208
2023 Q4	$265K	Hold	3,690	–	–	0.05%	200
2023 Q3	$272K	Hold	3,690	–	–	0.06%	187
2023 Q2	$301K	Buy	3,690 +190	+5%	+$15.2K	0.06%	179
2023 Q1	$277K	Buy	3,500 +389	+13%	+$29.3K	0.07%	177
2022 Q4	$237K	Buy	+3,111	New	+$222K	0.06%	194
2022 Q2	–	Sell	-395	Closed	-$31K	–	699
2022 Q1	$31K	Buy	395 +45	+13%	+$3.22K	0.01%	479
2021 Q4	$25K	Buy	350 +75	+27%	+$5.04K	0.01%	524
2021 Q3	$20K	Sell	275 -76	-22%	-$6.02K	0.01%	552
2021 Q2	$29K	Buy	351 +76	+28%	+$6.43K	0.01%	486
2021 Q1	$22K	Buy	275 +225	+450%	+$17.4K	0.01%	503
2020 Q4	$4K	Hold	50	–	–	﹤0.01%	689
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	649
2020 Q2	$4K	Hold	50	–	–	﹤0.01%	626
2020 Q1	$4K	Hold	50	–	–	﹤0.01%	608
2019 Q4	$4K	Hold	50	–	–	﹤0.01%	617
2019 Q3	$5K	Hold	50	–	–	﹤0.01%	574
2019 Q2	$5K	Hold	50	–	–	﹤0.01%	572
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	572
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	565
2018 Q3	$4K	Hold	50	–	–	﹤0.01%	571
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	576
2018 Q1	$4K	Buy	+50	New	+$3.92K	﹤0.01%	575