Bell Investment Advisors’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	$13.9K	Sell	138 -4	-3%	-$386	﹤0.01%	565
2025 Q4	$12.6K	Sell	142 -32	-18%	-$2.87K	﹤0.01%	607
2025 Q3	$15.6K	Hold	174	–	–	﹤0.01%	489
2025 Q2	$15.6K	Hold	174	–	–	﹤0.01%	501
2025 Q1	$16.6K	Buy	174 +16	+10%	+$1.43K	﹤0.01%	441
2024 Q4	$13.4K	Sell	158 -6	-4%	-$533	﹤0.01%	493
2024 Q3	$14.5K	Hold	164	–	–	﹤0.01%	478
2024 Q2	$12.5K	Buy	164 +32	+24%	+$2.42K	﹤0.01%	528
2024 Q1	$9.87K	Buy	132 +111	+529%	+$7.82K	﹤0.01%	605
2023 Q4	$1.51K	Sell	21 -105	-83%	-$7.71K	﹤0.01%	1447
2023 Q3	$9.28K	Sell	126 -1	-0.8%	-$79	﹤0.01%	539
2023 Q2	$10.3K	Buy	127 +98	+338%	+$7.82K	﹤0.01%	503
2023 Q1	$2.3K	Sell	29 -66	-69%	-$4.98K	﹤0.01%	1190
2022 Q4	$7.22K	Buy	95 +8	+9%	+$572	﹤0.01%	629
2022 Q3	$6K	Buy	87 +15	+21%	+$1.1K	﹤0.01%	609
2022 Q2	$5K	Buy	+72	New	+$5.38K	﹤0.01%	729
2021 Q4	$6K	Buy	81 +68	+523%	+$4.57K	﹤0.01%	704
2021 Q3	$1K	Buy	+13	New	+$1.03K	﹤0.01%	1518