Crewe Advisors’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 | $229K | Buy |
2,564
+16
| +0.6% | +$1.43K | 0.03% | 140 |
|
|
2025
Q1 | $243K | Buy |
2,548
+14
| +0.6% | +$1.33K | 0.03% | 128 |
|
|
2024
Q4 | $215K | Buy |
2,534
+1,434
| +130% | +$122K | 0.03% | 139 |
|
|
2024
Q3 | $97.4K | Buy |
1,100
+310
| +39% | +$27.5K | 0.01% | 233 |
|
|
2024
Q2 | $60.3K | Hold |
790
| – | – | 0.01% | 345 |
|
|
2024
Q1 | $59K | Sell |
790
-2
| -0.3% | -$149 | 0.01% | 347 |
|
|
2023
Q4 | $56.9K | Buy |
792
+2
| +0.3% | +$144 | 0.01% | 122 |
|
|
2023
Q3 | $58.2K | Hold |
790
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $64.4K | Hold |
790
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $62.6K | Hold |
790
| – | – | 0.01% | 285 |
|
|
2022
Q4 | $60.1K | Sell |
790
-15
| -2% | -$1.14K | 0.01% | 288 |
|
|
2022
Q3 | $52K | Hold |
805
| – | – | 0.01% | 314 |
|
|
2022
Q2 | $59K | Buy |
805
+15
| +2% | +$1.1K | 0.01% | 272 |
|
|
2022
Q1 | $62K | Buy |
+790
| New | +$62K | 0.01% | 212 |
|