Carolinas Wealth Consulting’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 | – | Sell |
-25
| Closed | -$2.38K | – | 703 |
|
|
2025
Q1 | $2.38K | Buy |
25
+3
| +14% | +$286 | ﹤0.01% | 766 |
|
|
2024
Q4 | $1.87K | Sell |
22
-1
| -4% | -$85 | ﹤0.01% | 841 |
|
|
2024
Q3 | $1.97K | Hold |
23
| – | – | ﹤0.01% | 823 |
|
|
2024
Q2 | $1.69K | Buy |
23
+7
| +44% | +$516 | ﹤0.01% | 826 |
|
|
2024
Q1 | $1.21K | Buy |
+16
| New | +$1.21K | ﹤0.01% | 867 |
|
|
2023
Q4 | – | Hold |
0
| – | -$12 | – | 996 |
|
|
2023
Q3 | – | Hold |
0
| – | -$13 | – | 1015 |
|
|
2023
Q2 | – | Hold |
0
| – | -$13 | – | 1057 |
|
|
2023
Q1 | – | Hold |
0
| – | -$12 | – | 1058 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1067 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 929 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 939 |
|
|
2022
Q1 | – | Sell |
-372
| Closed | -$26K | – | 993 |
|
|
2021
Q4 | $26K | Buy |
372
+368
| +9,200% | +$25.7K | 0.01% | 445 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 995 |
|
|
2021
Q1 | $0 | Sell |
4
-1
| -20% | – | ﹤0.01% | 986 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 998 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 988 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 706 |
|