D.J. St. Germain’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 | $101K | Buy |
1,132
+187
| +20% | +$16.7K | ﹤0.01% | 380 |
|
2025
Q1 | $90K | Sell |
945
-200
| -17% | -$19.1K | ﹤0.01% | 344 |
|
2024
Q4 | $97.1K | Buy |
1,145
+183
| +19% | +$15.5K | ﹤0.01% | 349 |
|
2024
Q3 | $85.2K | Sell |
962
-118
| -11% | -$10.5K | ﹤0.01% | 342 |
|
2024
Q2 | $82.5K | Hold |
1,080
| – | – | ﹤0.01% | 339 |
|
2024
Q1 | $80.7K | Sell |
1,080
-154
| -12% | -$11.5K | ﹤0.01% | 346 |
|
2023
Q4 | $88.7K | Hold |
1,234
| – | – | ﹤0.01% | 334 |
|
2023
Q3 | $90.9K | Hold |
1,234
| – | – | 0.01% | 307 |
|
2023
Q2 | $101K | Buy |
+1,234
| New | +$101K | 0.01% | 306 |
|