Carson Wealth (CWM LLC)’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 | $506K | Sell |
5,660
-3,077
| -35% | -$275K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $832K | Sell |
8,737
-1,110
| -11% | -$106K | ﹤0.01% | 1233 |
|
|
2024
Q4 | $835K | Buy |
9,847
+133
| +1% | +$11.3K | ﹤0.01% | 1175 |
|
|
2024
Q3 | $861K | Buy |
9,714
+303
| +3% | +$26.9K | ﹤0.01% | 1121 |
|
|
2024
Q2 | $719K | Sell |
9,411
-808
| -8% | -$61.7K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $764K | Buy |
10,219
+274
| +3% | +$20.5K | ﹤0.01% | 966 |
|
|
2023
Q4 | $714K | Buy |
9,945
+629
| +7% | +$45.2K | ﹤0.01% | 935 |
|
|
2023
Q3 | $686K | Buy |
9,316
+816
| +10% | +$60.1K | ﹤0.01% | 878 |
|
|
2023
Q2 | $692K | Buy |
8,500
+40
| +0.5% | +$3.26K | ﹤0.01% | 837 |
|
|
2023
Q1 | $670K | Buy |
8,460
+92
| +1% | +$7.29K | ﹤0.01% | 793 |
|
|
2022
Q4 | $636K | Sell |
8,368
-330
| -4% | -$25.1K | ﹤0.01% | 728 |
|
|
2022
Q3 | $561K | Buy |
8,698
+1,115
| +15% | +$71.9K | ﹤0.01% | 712 |
|
|
2022
Q2 | $554K | Sell |
7,583
-384
| -5% | -$28.1K | ﹤0.01% | 708 |
|
|
2022
Q1 | $622K | Buy |
7,967
+210
| +3% | +$16.4K | ﹤0.01% | 664 |
|
|
2021
Q4 | $548K | Buy |
+7,757
| New | +$548K | ﹤0.01% | 701 |
|
|
2021
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2021
Q1 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q4 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q3 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2020
Q1 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q4 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q3 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $20.1M | Hold |
244,985
| – | – | 0.16% | 134 |
|
|
2019
Q1 | $20.1M | Buy |
244,985
+214,440
| +702% | +$17.6M | 0.16% | 134 |
|
|
2018
Q4 | $2.6M | Buy |
30,545
+22,918
| +300% | +$1.95M | 0.07% | 246 |
|
|
2018
Q3 | $604K | Buy |
7,627
+3,865
| +103% | +$306K | 0.02% | 367 |
|
|
2018
Q2 | $303K | Buy |
3,762
+3,162
| +527% | +$255K | 0.01% | 370 |
|
|
2018
Q1 | $48K | Hold |
600
| – | – | ﹤0.01% | 562 |
|
|
2017
Q4 | $51K | Hold |
600
| – | – | ﹤0.01% | 526 |
|
|
2017
Q3 | $51K | Sell |
600
-52
| -8% | -$4.42K | ﹤0.01% | 518 |
|
|
2017
Q2 | $56K | Sell |
652
-123
| -16% | -$10.6K | ﹤0.01% | 461 |
|
|
2017
Q1 | $65K | Buy |
775
+175
| +29% | +$14.7K | ﹤0.01% | 409 |
|
|
2016
Q4 | $47K | Hold |
600
| – | – | ﹤0.01% | 456 |
|
|
2016
Q3 | $46K | Buy |
+600
| New | +$46K | ﹤0.01% | 431 |
|