Costello Asset Management’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 | $24.1K | Buy |
269
+1
| +0.4% | +$90 | 0.01% | 337 |
|
|
2025
Q1 | $25.6K | Buy |
+268
| New | +$25.6K | 0.01% | 321 |
|
|
2022
Q1 | – | Sell |
-225
| Closed | -$16K | – | 259 |
|
|
2021
Q4 | $16K | Sell |
225
-3,040
| -93% | -$216K | 0.01% | 158 |
|
|
2021
Q3 | $236K | Sell |
3,265
-2,363
| -42% | -$171K | 0.15% | 61 |
|
|
2021
Q2 | $461K | Sell |
5,628
-1,400
| -20% | -$115K | 0.3% | 49 |
|
|
2021
Q1 | $572K | Buy |
7,028
+1,978
| +39% | +$161K | 0.4% | 46 |
|
|
2020
Q4 | $404K | Buy |
+5,050
| New | +$404K | 0.31% | 47 |
|