Investment Advisory Services’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
Q3 | $285K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $310K | Hold |
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|
2023
Q2 | $343K | Sell |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $473K | Sell |
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|
2021
Q3 | $623K | Sell |
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|
2021
Q2 | $711K | Buy |
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|
2020
Q4 | $744K | Hold |
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|
2020
Q3 | $694K | Buy |
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|
2020
Q2 | $671K | Buy |
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