Cerity Partners’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 | $8.29M | Sell |
92,645
-45,306
| -33% | -$4.05M | 0.01% | 604 |
|
|
2025
Q1 | $13.1M | Buy |
137,951
+44,187
| +47% | +$4.21M | 0.03% | 421 |
|
|
2024
Q4 | $7.96M | Buy |
93,764
+85,214
| +997% | +$7.23M | 0.02% | 566 |
|
|
2024
Q3 | $757K | Sell |
8,550
-13,238
| -61% | -$1.17M | ﹤0.01% | 1546 |
|
|
2024
Q2 | $1.66M | Sell |
21,788
-361
| -2% | -$27.6K | ﹤0.01% | 990 |
|
|
2024
Q1 | $1.65M | Sell |
22,149
-23,761
| -52% | -$1.78M | ﹤0.01% | 1058 |
|
|
2023
Q4 | $3.3M | Buy |
45,910
+1,321
| +3% | +$94.9K | 0.01% | 632 |
|
|
2023
Q3 | $3.29M | Sell |
44,589
-4,579
| -9% | -$337K | 0.02% | 491 |
|
|
2023
Q2 | $4.01M | Buy |
49,168
+29,057
| +144% | +$2.37M | 0.02% | 547 |
|
|
2023
Q1 | $2.81M | Sell |
20,111
-1,503
| -7% | -$210K | 0.01% | 612 |
|
|
2022
Q4 | $1.64M | Buy |
21,614
+15,904
| +279% | +$1.21M | 0.01% | 563 |
|
|
2022
Q3 | $368K | Sell |
5,710
-13,570
| -70% | -$875K | ﹤0.01% | 820 |
|
|
2022
Q2 | $1.41M | Buy |
+19,280
| New | +$1.41M | 0.02% | 481 |
|
|
2022
Q1 | – | Sell |
-2,956
| Closed | -$208K | – | 1069 |
|
|
2021
Q4 | $208K | Buy |
+2,956
| New | +$208K | ﹤0.01% | 921 |
|
|
2019
Q2 | – | Sell |
-4,897
| Closed | -$468K | – | 565 |
|
|
2019
Q1 | $468K | Buy |
+4,897
| New | +$468K | 0.03% | 338 |
|
|
2018
Q2 | – | Sell |
-3,843
| Closed | -$307K | – | 577 |
|
|
2018
Q1 | $307K | Sell |
3,843
-55
| -1% | -$4.39K | 0.02% | 427 |
|
|
2017
Q4 | $332K | Sell |
3,898
-2
| -0.1% | -$170 | 0.02% | 418 |
|
|
2017
Q3 | $330K | Sell |
3,900
-967
| -20% | -$81.8K | 0.02% | 410 |
|
|
2017
Q2 | $289K | Buy |
4,867
+1,059
| +28% | +$62.9K | 0.02% | 294 |
|
|
2017
Q1 | $318K | Buy |
+3,808
| New | +$318K | 0.03% | 324 |
|