Corient Private Wealth’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
Q2
$1.6M Sell
2025
Q1
$1.85M Buy
2024
Q4
$1.33M Sell
2024
Q3
$1.75M Buy
2024
Q2
$1.12M Buy
2024
Q1
$952K Buy
2023
Q4
$778K Buy
2023
Q3
$742K Buy
2023
Q2
$812K Sell
2023
Q1
$802K Buy
2022
Q4
$345K Buy