Fulcrum Asset 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 | $677K | Buy |
+7,572
| New | +$677K | 0.52% | 52 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 155 |
|
|
2022
Q1 | – | Hold |
0
| – | -$142K | – | 178 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 199 |
|
|
2021
Q3 | – | Hold |
0
| – | -$441K | – | 206 |
|
|
2021
Q2 | – | Hold |
0
| – | -$517K | – | 130 |
|
|
2021
Q1 | – | Hold |
0
| – | -$2.9M | – | 96 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 27 |
|
|
2020
Q3 | – | Sell |
-36,999
| Closed | -$2.9M | – | 175 |
|
|
2020
Q2 | $2.9M | Buy |
+36,999
| New | +$2.9M | 0.97% | 27 |
|