CIM
Contravisory Investment Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
+5,080
| New | +$455K | 0.09% | 174 |
|
|
2024
Q1 | – | Sell |
-6,952
| Closed | -$499K | – | 380 |
|
|
2023
Q4 | $499K | Sell |
6,952
-744
| -10% | -$53.4K | 0.12% | 114 |
|
|
2023
Q3 | $567K | Buy |
7,696
+75
| +1% | +$5.53K | 0.16% | 83 |
|
|
2023
Q2 | $621K | Buy |
7,621
+124
| +2% | +$10.1K | 0.16% | 75 |
|
|
2023
Q1 | $594K | Buy |
7,497
+285
| +4% | +$22.6K | 0.17% | 72 |
|
|
2022
Q4 | $548K | Buy |
7,212
+983
| +16% | +$74.7K | 0.15% | 79 |
|
|
2022
Q3 | $402K | Hold |
6,229
| – | – | 0.13% | 89 |
|
|
2022
Q2 | $455K | Buy |
+6,229
| New | +$455K | 0.15% | 77 |
|
|
2019
Q3 | – | Sell |
-3,421
| Closed | -$322K | – | 300 |
|
|
2019
Q2 | $322K | Buy |
+3,421
| New | +$322K | 0.12% | 113 |
|
|
2017
Q1 | – | Sell |
-335
| Closed | -$26K | – | 331 |
|
|
2016
Q4 | $26K | Buy |
335
+135
| +68% | +$10.5K | 0.01% | 165 |
|
|
2016
Q3 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 164 |
|