Financial Perspectives’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.16K	Hold	81	–	–	﹤0.01%	549
2025 Q4	$7.18K	Hold	81	–	–	﹤0.01%	557
2025 Q3	$7.26K	Hold	81	–	–	﹤0.01%	547
2025 Q2	$7.25K	Hold	81	–	–	﹤0.01%	543
2025 Q1	$7.71K	Hold	81	–	–	﹤0.01%	530
2024 Q4	$6.87K	Hold	81	–	–	﹤0.01%	543
2024 Q3	$7.18K	Hold	81	–	–	﹤0.01%	499
2024 Q2	$6.19K	Hold	81	–	–	﹤0.01%	500
2024 Q1	$6.05K	Hold	81	–	–	﹤0.01%	496
2023 Q4	$5.82K	Hold	81	–	–	﹤0.01%	514
2023 Q3	$5.97K	Hold	81	–	–	﹤0.01%	500
2023 Q2	$6.6K	Sell	81 -110	-58%	-$8.77K	﹤0.01%	487
2023 Q1	$15.1K	Hold	191	–	–	0.01%	399
2022 Q4	$14.5K	Hold	191	–	–	0.01%	394
2022 Q3	$12.3K	Hold	191	–	–	0.01%	410
2022 Q2	$14K	Hold	191	–	–	0.01%	397
2022 Q1	$14.9K	Hold	191	–	–	0.01%	408
2021 Q4	$13.5K	Hold	191	–	–	0.01%	410
2021 Q3	$13.8K	Hold	191	–	–	0.01%	405
2021 Q2	$15.7K	Sell	191 -15,347	-99%	-$1.3M	0.01%	407
2021 Q1	$191K	Buy	15,538 +15,347	+8,035%	+$1.19M	0.01%	412
2020 Q4	$15.3K	Hold	191	–	–	0.01%	359
2020 Q3	$14.2K	Hold	191	–	–	0.01%	333
2020 Q2	$14K	Hold	191	–	–	0.01%	318
2020 Q1	$14.5K	Hold	191	–	–	0.01%	277
2019 Q4	$17.2K	Buy	+191	New	+$17.2K	0.01%	279