Excalibur 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 | $1.25M | Sell |
13,931
-522
| -4% | -$46.7K | 0.47% | 58 |
|
|
2025
Q1 | $1.38M | Sell |
14,453
-28
| -0.2% | -$2.67K | 0.54% | 52 |
|
|
2024
Q4 | $1.23M | Sell |
14,481
-237
| -2% | -$20.1K | 0.49% | 58 |
|
|
2024
Q3 | $1.3M | Sell |
14,718
-500
| -3% | -$44.3K | 0.5% | 56 |
|
|
2024
Q2 | $1.16M | Buy |
15,218
+111
| +0.7% | +$8.48K | 0.47% | 59 |
|
|
2024
Q1 | $1.13M | Buy |
15,107
+79
| +0.5% | +$5.9K | 0.48% | 59 |
|
|
2023
Q4 | $1.08M | Sell |
15,028
-120
| -0.8% | -$8.62K | 0.51% | 53 |
|
|
2023
Q3 | $1.12M | Buy |
15,148
+56
| +0.4% | +$4.13K | 0.58% | 44 |
|
|
2023
Q2 | $1.23M | Buy |
15,092
+32
| +0.2% | +$2.61K | 0.63% | 42 |
|
|
2023
Q1 | $1.19M | Sell |
15,060
-88
| -0.6% | -$6.97K | 0.62% | 45 |
|
|
2022
Q4 | $1.15M | Buy |
15,148
+445
| +3% | +$33.8K | 0.6% | 45 |
|
|
2022
Q3 | $948K | Sell |
14,703
-203
| -1% | -$13.1K | 0.53% | 49 |
|
|
2022
Q2 | $1.09M | Sell |
14,906
-760
| -5% | -$55.6K | 0.57% | 46 |
|
|
2022
Q1 | $1.22M | Sell |
15,666
-4,192
| -21% | -$328K | 0.53% | 54 |
|
|
2021
Q4 | $1.4M | Buy |
19,858
+818
| +4% | +$57.8K | 0.57% | 48 |
|
|
2021
Q3 | $1.38M | Buy |
19,040
+13,688
| +256% | +$991K | 0.6% | 43 |
|
|
2021
Q2 | $439K | Buy |
5,352
+14
| +0.3% | +$1.15K | 0.2% | 102 |
|
|
2021
Q1 | $434K | Buy |
+5,338
| New | +$434K | 0.21% | 96 |
|