Kovitz Investment Group Partners’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 | $273K | Buy |
3,050
+519
| +21% | +$46.4K | ﹤0.01% | 1172 |
|
|
2025
Q1 | $241K | Sell |
2,531
-112,134
| -98% | -$10.7M | ﹤0.01% | 1109 |
|
|
2024
Q4 | $9.72M | Buy |
114,665
+1,356
| +1% | +$115K | 0.05% | 272 |
|
|
2024
Q3 | $9.86M | Buy |
113,309
+10,493
| +10% | +$913K | 0.07% | 229 |
|
|
2024
Q2 | $7.85M | Buy |
102,816
+750
| +0.7% | +$57.3K | 0.07% | 216 |
|
|
2024
Q1 | $7.63M | Buy |
102,066
+1,325
| +1% | +$99K | 0.1% | 149 |
|
|
2023
Q4 | $7.24M | Sell |
100,741
-5,652
| -5% | -$406K | 0.12% | 102 |
|
|
2023
Q3 | $7.84M | Sell |
106,393
-1,407
| -1% | -$104K | 0.14% | 87 |
|
|
2023
Q2 | $8.78M | Sell |
107,800
-572
| -0.5% | -$46.6K | 0.13% | 80 |
|
|
2023
Q1 | $8.59M | Buy |
108,372
+2,941
| +3% | +$233K | 0.15% | 85 |
|
|
2022
Q4 | $8.02M | Sell |
105,431
-18
| -0% | -$1.37K | 0.16% | 90 |
|
|
2022
Q3 | $6.8M | Sell |
105,449
-300
| -0.3% | -$19.4K | 0.16% | 91 |
|
|
2022
Q2 | $7.73M | Buy |
105,749
+509
| +0.5% | +$37.2K | 0.17% | 90 |
|
|
2022
Q1 | $8.22M | Buy |
105,240
+46,719
| +80% | +$3.65M | 0.16% | 94 |
|
|
2021
Q4 | $4.68M | Sell |
58,521
-45,019
| -43% | -$3.6M | 0.11% | 130 |
|
|
2021
Q3 | $7.49M | Buy |
103,540
+5,944
| +6% | +$430K | 0.15% | 96 |
|
|
2021
Q2 | $8M | Sell |
97,596
-319
| -0.3% | -$26.1K | 0.16% | 97 |
|
|
2021
Q1 | $7.97M | Buy |
97,915
+39,395
| +67% | +$3.2M | 0.19% | 87 |
|
|
2020
Q4 | $4.68M | Buy |
58,520
+2,786
| +5% | +$223K | 0.11% | 125 |
|
|
2020
Q3 | $4.16M | Buy |
55,734
+5,115
| +10% | +$381K | 0.12% | 121 |
|
|
2020
Q2 | $3.71M | Buy |
50,619
+3,689
| +8% | +$270K | 0.11% | 129 |
|
|
2020
Q1 | $3.56M | Buy |
+46,930
| New | +$3.56M | 0.13% | 120 |
|