Corient Private Wealth’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 | $1.6M | Sell |
17,886
-1,560
| -8% | -$140K | ﹤0.01% | 1200 |
|
|
2025
Q1 | $1.85M | Buy |
19,446
+3,801
| +24% | +$362K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $1.33M | Sell |
15,645
-4,138
| -21% | -$351K | ﹤0.01% | 1185 |
|
|
2024
Q3 | $1.75M | Buy |
19,783
+5,099
| +35% | +$452K | ﹤0.01% | 1133 |
|
|
2024
Q2 | $1.12M | Buy |
14,684
+1,948
| +15% | +$149K | ﹤0.01% | 1276 |
|
|
2024
Q1 | $952K | Buy |
12,736
+1,907
| +18% | +$143K | ﹤0.01% | 1322 |
|
|
2023
Q4 | $778K | Buy |
10,829
+755
| +7% | +$54.2K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $742K | Buy |
10,074
+110
| +1% | +$8.11K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $812K | Sell |
9,964
-160
| -2% | -$13K | ﹤0.01% | 1228 |
|
|
2023
Q1 | $802K | Buy |
10,124
+5,592
| +123% | +$443K | ﹤0.01% | 1174 |
|
|
2022
Q4 | $345K | Buy |
+4,532
| New | +$345K | ﹤0.01% | 1278 |
|