Investment Advisory Services’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 | $284K | Hold |
3,174
| – | – | 0.09% | 99 |
|
|
2025
Q1 | $302K | Hold |
3,174
| – | – | 0.11% | 92 |
|
|
2024
Q4 | $269K | Buy |
3,174
+92
| +3% | +$7.8K | 0.09% | 95 |
|
|
2024
Q3 | $273K | Hold |
3,082
| – | – | 0.1% | 99 |
|
|
2024
Q2 | $235K | Sell |
3,082
-57
| -2% | -$4.35K | 0.09% | 107 |
|
|
2024
Q1 | $235K | Buy |
3,139
+1
| +0% | +$75 | 0.09% | 109 |
|
|
2023
Q4 | $225K | Sell |
3,138
-1,072
| -25% | -$77K | 0.09% | 107 |
|
|
2023
Q3 | $310K | Hold |
4,210
| – | – | 0.13% | 91 |
|
|
2023
Q2 | $343K | Sell |
4,210
-20
| -0.5% | -$1.63K | 0.14% | 90 |
|
|
2023
Q1 | $335K | Sell |
4,230
-756
| -15% | -$59.9K | 0.17% | 85 |
|
|
2022
Q4 | $379K | Sell |
4,986
-688
| -12% | -$52.3K | 0.19% | 81 |
|
|
2022
Q3 | $366K | Sell |
5,674
-1,033
| -15% | -$66.6K | 0.22% | 75 |
|
|
2022
Q2 | $490K | Hold |
6,707
| – | – | 0.28% | 66 |
|
|
2022
Q1 | $524K | Hold |
6,707
| – | – | 0.29% | 68 |
|
|
2021
Q4 | $473K | Sell |
6,707
-1,904
| -22% | -$134K | 0.26% | 72 |
|
|
2021
Q3 | $623K | Sell |
8,611
-61
| -0.7% | -$4.41K | 0.38% | 61 |
|
|
2021
Q2 | $711K | Buy |
+8,672
| New | +$711K | 0.44% | 53 |
|
|
2020
Q4 | $744K | Hold |
9,303
| – | – | 0.52% | 49 |
|
|
2020
Q3 | $694K | Buy |
9,303
+149
| +2% | +$11.1K | 0.55% | 49 |
|
|
2020
Q2 | $671K | Buy |
+9,154
| New | +$671K | 0.57% | 48 |
|