GeoWealth 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 Q1	–	Sell	-557	Closed	-$47.2K	–	1618
2024 Q4	$47.2K	Sell	557 -223	-29%	-$18.9K	﹤0.01%	1184
2024 Q3	$69.1K	Buy	+780	New	+$69.1K	﹤0.01%	982
2023 Q4	–	Sell	-9,042	Closed	-$666K	–	711
2023 Q3	$666K	Buy	+9,042	New	+$666K	0.08%	181