JBR Co Financial Management’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
$232K Sell
2025
Q2
$237K Sell
2025
Q1
$276K Sell
2024
Q4
$256K Sell
2024
Q3
$312K Hold
2024
Q2
$269K Hold
2024
Q1
$263K Sell
2023
Q4
$260K Buy