HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.58M | Buy |
75,213
+2,543
| +3% | +$245K | 0.01% | 1000 |
|
|
2025
Q4 | $6.45M | Buy |
72,670
+3,146
| +5% | +$282K | 0.01% | 1051 |
|
|
2025
Q3 | $6.23M | Buy |
69,524
+1,379
| +2% | +$124K | 0.01% | 1048 |
|
|
2025
Q2 | $6.1M | Buy |
68,145
+2,120
| +3% | +$194K | 0.01% | 1013 |
|
|
2025
Q1 | $6.29M | Sell |
66,025
-1,649
| -2% | -$147K | 0.01% | 953 |
|
|
2024
Q4 | $5.74M | Sell |
67,674
-2,579
| -4% | -$229K | 0.01% | 995 |
|
|
2024
Q3 | $6.24M | Buy |
70,253
+1,170
| +2% | +$99.9K | 0.01% | 947 |
|
|
2024
Q2 | $5.29M | Buy |
69,083
+3
| +0% | +$226 | 0.01% | 984 |
|
|
2024
Q1 | $5.14M | Buy |
69,080
+5,914
| +9% | +$416K | 0.01% | 952 |
|
|
2023
Q4 | $4.55M | Buy |
63,166
+19,683
| +45% | +$1.45M | 0.01% | 1017 |
|
|
2023
Q3 | $3.2M | Buy |
43,483
+5,354
| +14% | +$425K | 0.01% | 1129 |
|
|
2023
Q2 | $3.1M | Buy |
38,129
+1,008
| +3% | +$80.4K | 0.01% | 1120 |
|
|
2023
Q1 | $2.97M | Sell |
37,121
-431
| -1% | -$32.5K | 0.01% | 1087 |
|
|
2022
Q4 | $2.86M | Buy |
37,552
+5,759
| +18% | +$412K | 0.01% | 1085 |
|
|
2022
Q3 | $2.05M | Buy |
31,793
+1,708
| +6% | +$126K | 0.01% | 1223 |
|
|
2022
Q2 | $2.2M | Buy |
30,085
+8,105
| +37% | +$606K | 0.01% | 1211 |
|
|
2022
Q1 | $1.72M | Buy |
21,980
+1,630
| +8% | +$117K | ﹤0.01% | 1459 |
|
|
2021
Q4 | $1.43M | Sell |
20,350
-11,055
| -35% | -$742K | ﹤0.01% | 1565 |
|
|
2021
Q3 | $2.27M | Buy |
31,405
+1,735
| +6% | +$138K | 0.01% | 1190 |
|
|
2021
Q2 | $2.43M | Sell |
29,670
-7,292
| -20% | -$617K | 0.01% | 1127 |
|
|
2021
Q1 | $3.01M | Buy |
36,962
+20,023
| +118% | +$1.55M | 0.01% | 929 |
|
|
2020
Q4 | $1.35M | Buy |
16,939
+4,174
| +33% | +$344K | 0.01% | 1102 |
|
|
2020
Q3 | $951K | Buy |
12,765
+7,599
| +147% | +$582K | ﹤0.01% | 1241 |
|
|
2020
Q2 | $379K | Sell |
5,166
-1,583
| -23% | -$120K | ﹤0.01% | 1601 |
|
|
2020
Q1 | $513K | Sell |
6,749
-80
| -1% | -$7.26K | ﹤0.01% | 1324 |
|
|
2019
Q4 | $618K | Sell |
6,829
-486
| -7% | -$43.9K | ﹤0.01% | 1356 |
|
|
2019
Q3 | $710K | Sell |
7,315
-5,124
| -41% | -$483K | ﹤0.01% | 1347 |
|
|
2019
Q2 | $1.17M | Buy |
12,439
+1,719
| +16% | +$164K | 0.01% | 1120 |
|
|
2019
Q1 | $1.02M | Buy |
10,720
+4,099
| +62% | +$370K | 0.01% | 1128 |
|
|
2018
Q4 | $566K | Buy |
6,621
+1,340
| +25% | +$115K | ﹤0.01% | 1289 |
|
|
2018
Q3 | $420K | Sell |
5,281
-295
| -5% | -$23.7K | ﹤0.01% | 1542 |
|
|
2018
Q2 | $448K | Hold |
5,576
| – | – | ﹤0.01% | 1500 |
|
|
2018
Q1 | $446K | Sell |
5,576
-683
| -11% | -$53.6K | ﹤0.01% | 1475 |
|
|
2017
Q4 | $534K | Sell |
6,259
-235
| -4% | -$20.7K | ﹤0.01% | 1420 |
|
|
2017
Q3 | $548K | Buy |
6,494
+458
| +8% | +$40.1K | ﹤0.01% | 1388 |
|
|
2017
Q2 | $515K | Sell |
6,036
-8,488
| -58% | -$731K | ﹤0.01% | 1344 |
|
|
2017
Q1 | $1.21M | Sell |
14,524
-2,251
| -13% | -$180K | 0.01% | 946 |
|
|
2016
Q4 | $1.31M | Sell |
16,775
-6,291
| -27% | -$472K | 0.01% | 862 |
|
|
2016
Q3 | $1.76M | Sell |
23,066
-2,702
| -10% | -$210K | 0.02% | 700 |
|
|
2016
Q2 | $2.09M | Buy |
25,768
+20,031
| +349% | +$1.49M | 0.03% | 610 |
|
|
2016
Q1 | $432K | Sell |
5,737
-498
| -8% | -$34.1K | 0.01% | 1441 |
|
|
2015
Q4 | $400K | Buy |
6,235
+32
| +0.5% | +$2.04K | ﹤0.01% | 1431 |
|
|
2015
Q3 | $398K | Buy |
6,203
+1,739
| +39% | +$106K | 0.01% | 1306 |
|
|
2015
Q2 | $254K | Sell |
4,464
-2,780
| -38% | -$168K | ﹤0.01% | 1264 |
|
|
2015
Q1 | $462K | Buy |
7,244
+289
| +4% | +$19.3K | 0.01% | 1099 |
|
|
2014
Q4 | $475K | Buy |
6,955
+648
| +10% | +$40.3K | 0.01% | 1072 |
|
|
2014
Q3 | $345K | Buy |
6,307
+1,102
| +21% | +$61.4K | 0.01% | 1149 |
|
|
2014
Q2 | $301K | Buy |
+5,205
| New | +$288K | 0.01% | 1250 |
|
|
2013
Q4 | – | Sell |
-9,420
| Closed | -$516K | – | 1599 |
|
|
2013
Q3 | $516K | Sell |
9,420
-456
| -5% | -$25.6K | 0.01% | 831 |
|
|
2013
Q2 | $548K | Buy |
+9,876
| New | +$573K | 0.01% | 776 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
