Heritage Wealth Advisors’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 | $15.6K | Hold |
174
| – | – | ﹤0.01% | 395 |
|
|
2025
Q1 | $16.6K | Hold |
174
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $14.8K | Buy |
+174
| New | +$14.8K | ﹤0.01% | 412 |
|
|
2024
Q1 | – | Sell |
-365
| Closed | -$26.2K | – | 573 |
|
|
2023
Q4 | $26.2K | Hold |
365
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $26.9K | Hold |
365
| – | – | ﹤0.01% | 360 |
|
|
2023
Q2 | $29.7K | Hold |
365
| – | – | ﹤0.01% | 369 |
|
|
2023
Q1 | $28.9K | Hold |
365
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $27.8K | Hold |
365
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $23.5K | Hold |
365
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $27K | Hold |
365
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $29K | Hold |
365
| – | – | ﹤0.01% | 363 |
|
|
2021
Q4 | $26K | Hold |
365
| – | – | ﹤0.01% | 387 |
|
|
2021
Q3 | $26.4K | Hold |
365
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $29.9K | Hold |
365
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $29.7K | Buy |
365
+150
| +70% | +$12.2K | ﹤0.01% | 385 |
|
|
2020
Q4 | $17K | Hold |
215
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $16K | Buy |
+215
| New | +$16K | ﹤0.01% | 371 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$1.26K | – | 548 |
|
|
2019
Q4 | $1.26K | Buy |
+14
| New | +$1.26K | ﹤0.01% | 643 |
|