Johnson Financial Group Inc (Wisconsin)’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	$3.12K	Hold	31	–	–	﹤0.01%	744
2025 Q4	$2.75K	Sell	31 -121	-80%	-$10.8K	﹤0.01%	772
2025 Q3	$13.6K	Buy	152 +31	+26%	+$2.79K	﹤0.01%	745
2025 Q2	$10.8K	Hold	121	–	–	﹤0.01%	604
2025 Q1	$11.5K	Hold	121	–	–	﹤0.01%	754
2024 Q4	$10.5K	Hold	121	–	–	﹤0.01%	645
2024 Q3	$10.7K	Hold	121	–	–	﹤0.01%	668
2024 Q2	$9.24K	Hold	121	–	–	﹤0.01%	582
2024 Q1	$9.04K	Hold	121	–	–	﹤0.01%	567
2023 Q4	$8.69K	Buy	+121	New	+$8.89K	﹤0.01%	669
2020 Q4	–	Sell	-400	Closed	-$30K	–	517
2020 Q3	$30K	Hold	400	–	–	﹤0.01%	314
2020 Q2	$29K	Sell	400 -2	-0.5%	-$151	﹤0.01%	304
2020 Q1	$30K	Buy	402 +2	+0.5%	+$181	﹤0.01%	321
2019 Q4	$36K	Hold	400	–	–	﹤0.01%	338
2019 Q3	$39K	Hold	400	–	–	﹤0.01%	358
2019 Q2	$38K	Hold	400	–	–	﹤0.01%	346
2019 Q1	$38K	Hold	400	–	–	﹤0.01%	337
2018 Q4	$34K	Hold	400	–	–	﹤0.01%	338
2018 Q3	$32K	Buy	+400	New	+$32.1K	﹤0.01%	365
2017 Q1	–	Sell	-20	Closed	-$2K	–	670
2016 Q4	$2K	Hold	20	–	–	﹤0.01%	638
2016 Q3	$2K	Sell	20 -283	-93%	-$22K	﹤0.01%	684
2016 Q2	$25K	Buy	303 +163	+116%	+$12.2K	﹤0.01%	546
2016 Q1	$11K	Buy	140 +120	+600%	+$8.21K	﹤0.01%	601
2015 Q4	$1K	Sell	20 -28	-58%	-$1.78K	﹤0.01%	765
2015 Q3	$3K	Sell	48 -66	-58%	-$4.03K	﹤0.01%	739
2015 Q2	$6K	Buy	114 +94	+470%	+$5.67K	﹤0.01%	734
2015 Q1	$1K	Hold	20	–	–	﹤0.01%	820
2014 Q4	$1K	Hold	20	–	–	﹤0.01%	786
2014 Q3	$1K	Buy	+20	New	+$1.11K	﹤0.01%	747