Heritage Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Hold |
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|
2025
Q1 | $16.6K | Hold |
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|
2024
Q4 | $14.8K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $26.2K | Hold |
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|
2023
Q3 | $26.9K | Hold |
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|
2023
Q2 | $29.7K | Hold |
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|
2023
Q1 | $28.9K | Hold |
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|
2022
Q4 | $27.8K | Hold |
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|
2022
Q3 | $23.5K | Hold |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $26.4K | Hold |
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|
2021
Q2 | $29.9K | Hold |
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|
2021
Q1 | $29.7K | Buy |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $16K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.26K | Buy |
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