Integrated Wealth Concepts’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 | – | Sell |
-5,116
| Closed | -$487K | – | 1981 |
|
|
2025
Q1 | $487K | Sell |
5,116
-1,513
| -23% | -$144K | 0.01% | 1153 |
|
|
2024
Q4 | $562K | Buy |
6,629
+1,144
| +21% | +$97K | 0.01% | 1082 |
|
|
2024
Q3 | $486K | Buy |
5,485
+8
| +0.1% | +$709 | 0.01% | 1096 |
|
|
2024
Q2 | $418K | Sell |
5,477
-329
| -6% | -$25.1K | 0.01% | 1133 |
|
|
2024
Q1 | $434K | Sell |
5,806
-62
| -1% | -$4.63K | 0.01% | 1114 |
|
|
2023
Q4 | $422K | Buy |
5,868
+418
| +8% | +$30K | 0.01% | 1081 |
|
|
2023
Q3 | $402K | Buy |
5,450
+45
| +0.8% | +$3.32K | 0.01% | 1078 |
|
|
2023
Q2 | $440K | Sell |
5,405
-279
| -5% | -$22.7K | 0.01% | 1043 |
|
|
2023
Q1 | $450K | Buy |
+5,684
| New | +$450K | 0.01% | 890 |
|