Johnson Financial Group Inc (Wisconsin)’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 | $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 | +$8.69K | ﹤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% | -$145 | ﹤0.01% | 304 |
|
|
2020
Q1 | $30K | Buy |
402
+2
| +0.5% | +$149 | ﹤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 | +$32K | ﹤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% | -$28.3K | ﹤0.01% | 684 |
|
|
2016
Q2 | $25K | Buy |
303
+163
| +116% | +$13.4K | ﹤0.01% | 546 |
|
|
2016
Q1 | $11K | Buy |
140
+120
| +600% | +$9.43K | ﹤0.01% | 601 |
|
|
2015
Q4 | $1K | Sell |
20
-28
| -58% | -$1.4K | ﹤0.01% | 765 |
|
|
2015
Q3 | $3K | Sell |
48
-66
| -58% | -$4.13K | ﹤0.01% | 739 |
|
|
2015
Q2 | $6K | Buy |
114
+94
| +470% | +$4.95K | ﹤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 | +$1K | ﹤0.01% | 747 |
|