Bell Investment Advisors’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 | $15.6K | Hold |
174
| – | – | ﹤0.01% | 501 |
|
|
2025
Q1 | $16.6K | Buy |
174
+16
| +10% | +$1.52K | ﹤0.01% | 441 |
|
|
2024
Q4 | $13.4K | Sell |
158
-6
| -4% | -$509 | ﹤0.01% | 493 |
|
|
2024
Q3 | $14.5K | Hold |
164
| – | – | ﹤0.01% | 478 |
|
|
2024
Q2 | $12.5K | Buy |
164
+32
| +24% | +$2.44K | ﹤0.01% | 528 |
|
|
2024
Q1 | $9.87K | Buy |
132
+111
| +529% | +$8.3K | ﹤0.01% | 605 |
|
|
2023
Q4 | $1.51K | Sell |
21
-105
| -83% | -$7.55K | ﹤0.01% | 1447 |
|
|
2023
Q3 | $9.28K | Sell |
126
-1
| -0.8% | -$74 | ﹤0.01% | 539 |
|
|
2023
Q2 | $10.3K | Buy |
127
+98
| +338% | +$7.98K | ﹤0.01% | 503 |
|
|
2023
Q1 | $2.3K | Sell |
29
-66
| -69% | -$5.23K | ﹤0.01% | 1190 |
|
|
2022
Q4 | $7.22K | Buy |
95
+8
| +9% | +$608 | ﹤0.01% | 629 |
|
|
2022
Q3 | $6K | Buy |
87
+15
| +21% | +$1.03K | ﹤0.01% | 609 |
|
|
2022
Q2 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 729 |
|
|
2021
Q4 | $6K | Buy |
81
+68
| +523% | +$5.04K | ﹤0.01% | 704 |
|
|
2021
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1518 |
|