CIBC Private Wealth Group’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
3,588
-228
| -6% | -$20.4K | ﹤0.01% | 953 |
|
|
2025
Q1 | $339K | Buy |
3,816
+336
| +10% | +$29.8K | ﹤0.01% | 928 |
|
|
2024
Q4 | $291K | Buy |
3,480
+13
| +0.4% | +$1.09K | ﹤0.01% | 1021 |
|
|
2024
Q3 | $307K | Buy |
3,467
+25
| +0.7% | +$2.22K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $263K | Sell |
3,442
-207
| -6% | -$15.8K | ﹤0.01% | 993 |
|
|
2024
Q1 | $270K | Sell |
3,649
-1,514
| -29% | -$112K | ﹤0.01% | 1008 |
|
|
2023
Q4 | $371K | Sell |
5,163
-2
| -0% | -$144 | ﹤0.01% | 874 |
|
|
2023
Q3 | $381K | Buy |
5,165
+1,597
| +45% | +$118K | ﹤0.01% | 821 |
|
|
2023
Q2 | $291K | Sell |
3,568
-672
| -16% | -$54.7K | ﹤0.01% | 776 |
|
|
2023
Q1 | $336K | Buy |
+4,240
| New | +$336K | ﹤0.01% | 764 |
|
|
2022
Q3 | – | Sell |
-1,591
| Closed | -$116K | – | 1126 |
|
|
2022
Q2 | $116K | Sell |
1,591
-1,019
| -39% | -$74.3K | ﹤0.01% | 914 |
|
|
2022
Q1 | $204K | Buy |
+2,610
| New | +$204K | ﹤0.01% | 955 |
|
|
2021
Q1 | – | Sell |
-51,390
| Closed | -$4.11M | – | 1046 |
|
|
2020
Q4 | $4.11M | Sell |
51,390
-14,930
| -23% | -$1.19M | 0.01% | 403 |
|
|
2020
Q3 | $4.94M | Sell |
66,320
-83,925
| -56% | -$6.26M | 0.02% | 364 |
|
|
2020
Q2 | $11M | Buy |
+150,245
| New | +$11M | 0.05% | 223 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$97K | – | 1513 |
|
|
2018
Q2 | $97K | Buy |
1,200
+121
| +11% | +$9.78K | ﹤0.01% | 1036 |
|
|
2018
Q1 | $86K | Hold |
1,079
| – | – | ﹤0.01% | 1044 |
|
|
2017
Q4 | $92K | Buy |
+1,079
| New | +$92K | ﹤0.01% | 1056 |
|