Bedel Financial Consulting’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 | $330K | Hold |
3,690
| – | – | 0.05% | 203 |
|
|
2025
Q1 | $345K | Hold |
3,690
| – | – | 0.05% | 191 |
|
|
2024
Q4 | $326K | Hold |
3,690
| – | – | 0.05% | 202 |
|
|
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% | 199 |
|
|
2023
Q3 | $272K | Hold |
3,690
| – | – | 0.06% | 187 |
|
|
2023
Q2 | $301K | Buy |
3,690
+190
| +5% | +$15.5K | 0.06% | 179 |
|
|
2023
Q1 | $277K | Buy |
3,500
+389
| +13% | +$30.8K | 0.07% | 177 |
|
|
2022
Q4 | $237K | Buy |
+3,111
| New | +$237K | 0.06% | 194 |
|
|
2022
Q2 | – | Sell |
-395
| Closed | -$31K | – | 699 |
|
|
2022
Q1 | $31K | Buy |
395
+45
| +13% | +$3.53K | 0.01% | 479 |
|
|
2021
Q4 | $25K | Buy |
350
+75
| +27% | +$5.36K | 0.01% | 524 |
|
|
2021
Q3 | $20K | Sell |
275
-76
| -22% | -$5.53K | 0.01% | 552 |
|
|
2021
Q2 | $29K | Buy |
351
+76
| +28% | +$6.28K | 0.01% | 486 |
|
|
2021
Q1 | $22K | Buy |
275
+225
| +450% | +$18K | 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% | 607 |
|
|
2019
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 616 |
|
|
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 | +$4K | ﹤0.01% | 575 |
|