Carson Wealth (CWM LLC)’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $546K | Buy |
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|
2025
Q2 | $506K | Sell |
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|
2025
Q1 | $832K | Sell |
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|
2024
Q4 | $835K | Buy |
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|
2024
Q3 | $861K | Buy |
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|
2024
Q2 | $719K | Sell |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $714K | Buy |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $561K | Buy |
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|
2022
Q2 | $554K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q2 | $20.1M | Hold |
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|
2021
Q1 | $20.1M | Hold |
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|
2020
Q4 | $20.1M | Hold |
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|
2020
Q3 | $20.1M | Hold |
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|
2020
Q2 | $20.1M | Hold |
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|
2020
Q1 | $20.1M | Hold |
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|
2019
Q4 | $20.1M | Hold |
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|
2019
Q3 | $20.1M | Hold |
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|
2019
Q2 | $20.1M | Hold |
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|
2019
Q1 | $20.1M | Buy |
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|
2018
Q4 | $2.6M | Buy |
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|
2018
Q3 | $604K | Buy |
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|
2018
Q2 | $303K | Buy |
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|
2018
Q1 | $48K | Hold |
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|
2017
Q4 | $51K | Hold |
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|
2017
Q3 | $51K | Sell |
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|
2017
Q2 | $56K | Sell |
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|
2017
Q1 | $65K | Buy |
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|
2016
Q4 | $47K | Hold |
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|
2016
Q3 | $46K | Buy |
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