EverSource Wealth 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 | $119K | Buy |
1,330
+140
| +12% | +$12.5K | 0.01% | 1100 |
|
|
2025
Q1 | $113K | Buy |
1,190
+425
| +56% | +$40.5K | 0.01% | 862 |
|
|
2024
Q4 | $64.8K | Buy |
765
+84
| +12% | +$7.12K | ﹤0.01% | 1069 |
|
|
2024
Q3 | $60.4K | Sell |
681
-299
| -31% | -$26.5K | ﹤0.01% | 985 |
|
|
2024
Q2 | $83.9K | Buy |
980
+25
| +3% | +$2.14K | 0.01% | 872 |
|
|
2024
Q1 | $70.3K | Sell |
955
-12
| -1% | -$884 | 0.01% | 847 |
|
|
2023
Q4 | $69.5K | Sell |
967
-5
| -0.5% | -$359 | 0.01% | 772 |
|
|
2023
Q3 | $71.6K | Buy |
972
+9
| +0.9% | +$663 | 0.01% | 690 |
|
|
2023
Q2 | $78.4K | Buy |
963
+548
| +132% | +$44.6K | 0.01% | 664 |
|
|
2023
Q1 | $32.9K | Buy |
415
+4
| +1% | +$317 | ﹤0.01% | 929 |
|
|
2022
Q4 | $31.3K | Buy |
411
+231
| +128% | +$17.6K | ﹤0.01% | 938 |
|
|
2022
Q3 | $12K | Sell |
180
-695
| -79% | -$46.3K | ﹤0.01% | 1078 |
|
|
2022
Q2 | $64K | Buy |
875
+758
| +648% | +$55.4K | 0.02% | 535 |
|
|
2022
Q1 | $10K | Buy |
117
+16
| +16% | +$1.37K | ﹤0.01% | 981 |
|
|
2021
Q4 | $7K | Buy |
+101
| New | +$7K | ﹤0.01% | 1130 |
|