Butensky & Cohen Financial Security’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 | $5.18M | Sell |
57,940
-316
| -0.5% | -$28.3K | 1.54% | 23 |
|
2025
Q1 | $5.55M | Sell |
58,256
-1,224
| -2% | -$117K | 1.7% | 13 |
|
2024
Q4 | $5.04M | Buy |
59,480
+969
| +2% | +$82.1K | 1.59% | 19 |
|
2024
Q3 | $5.18M | Buy |
58,511
+9
| +0% | +$797 | 1.54% | 19 |
|
2024
Q2 | $4.47M | Buy |
58,502
+1,492
| +3% | +$114K | 1.42% | 34 |
|
2024
Q1 | $4.26M | Buy |
57,010
+3,623
| +7% | +$271K | 1.33% | 47 |
|
2023
Q4 | $3.84M | Buy |
53,387
+1,319
| +3% | +$94.8K | 1.27% | 47 |
|
2023
Q3 | $3.84M | Buy |
52,068
+2,640
| +5% | +$195K | 1.39% | 35 |
|
2023
Q2 | $4.03M | Sell |
49,428
-1,335
| -3% | -$109K | 1.45% | 31 |
|
2023
Q1 | $4.02M | Buy |
50,763
+352
| +0.7% | +$27.9K | 1.45% | 34 |
|
2022
Q4 | $3.83M | Buy |
50,411
+12,875
| +34% | +$979K | 1.42% | 37 |
|
2022
Q3 | $2.42M | Buy |
37,536
+6,320
| +20% | +$408K | 1.01% | 59 |
|
2022
Q2 | $2.28M | Buy |
31,216
+862
| +3% | +$63K | 0.93% | 60 |
|
2022
Q1 | $2.37M | Buy |
30,354
+6,933
| +30% | +$542K | 0.83% | 65 |
|
2021
Q4 | $1.65M | Sell |
23,421
-22,787
| -49% | -$1.61M | 0.59% | 77 |
|
2021
Q3 | $3.34M | Buy |
46,208
+3,928
| +9% | +$284K | 1.33% | 40 |
|
2021
Q2 | $3.47M | Buy |
42,280
+2,049
| +5% | +$168K | 1.37% | 37 |
|
2021
Q1 | $3.27M | Buy |
40,231
+5,688
| +16% | +$463K | 1.35% | 42 |
|
2020
Q4 | $2.76M | Buy |
+34,543
| New | +$2.76M | 1.25% | 52 |
|