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