Caldwell Trust’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.8K | Hold |
300
|
|
||||
|
2025
Q1 | $28.6K | Hold |
300
|
|
||||
|
2024
Q4 | $25.4K | Hold |
300
|
|
||||
|
2024
Q3 | $26.6K | Hold |
300
|
|
||||
|
2024
Q2 | $22.9K | Sell |
300
-351
|
|
||||
|
2024
Q1 | $48.6K | Hold |
651
|
|
||||
|
2023
Q4 | $46.8K | Hold |
651
|
|
||||
|
2023
Q3 | $48K | Sell |
651
-100
|
|
||||
|
2023
Q2 | $61.2K | Hold |
751
|
|
||||
|
2023
Q1 | $59.5K | Hold |
751
|
|
||||
|
2022
Q4 | $57.1K | Hold |
751
|
|
||||
|
2022
Q3 | $48.4K | Hold |
751
|
|
||||
|
2022
Q2 | $54.9K | Hold |
751
|
|
||||
|
2022
Q1 | $58.7K | Sell |
751
-500
|
|
||||
|
2021
Q4 | $88.3K | Hold |
1,251
|
|
||||
|
2021
Q3 | $90.5K | Sell |
1,251
-500
|
|
||||
|
2021
Q2 | $144K | Sell |
1,751
-1,814
|
|
||||
|
2021
Q1 | $290K | Hold |
3,565
|
|
||||
|
2020
Q4 | $285K | Hold |
3,565
|
|
||||
|
2020
Q3 | $266K | Sell |
3,565
-150
|
|
||||
|
2020
Q2 | $272K | Hold |
3,715
|
|
||||
|
2020
Q1 | $282K | Hold |
3,715
|
|
||||
|
2019
Q4 | $334K | Buy |
+3,715
|
|