MAI Capital 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
2026 Q1	$232K	Buy	2,300 +1,152	+100%	+$111K	﹤0.01%	1389
2025 Q4	$102K	Sell	1,148 -449	-28%	-$40.2K	﹤0.01%	1632
2025 Q3	$143K	Sell	1,597 -9	-0.6%	-$810	﹤0.01%	1394
2025 Q2	$144K	Buy	1,606 +22	+1%	+$2.01K	﹤0.01%	1325
2025 Q1	$151K	Sell	1,584 -114	-7%	-$10.2K	﹤0.01%	1231
2024 Q4	$144K	Buy	+1,698	New	+$151K	﹤0.01%	1272
2020 Q1	–	Sell	-2,232	Closed	-$201K	–	592
2019 Q4	$201K	Sell	2,232 -141	-6%	-$12.7K	0.01%	549
2019 Q3	$230K	Sell	2,373 -545	-19%	-$51.3K	0.01%	471
2019 Q2	$275K	Sell	2,918 -294	-9%	-$28K	0.01%	437
2019 Q1	$307K	Sell	3,212 -341	-10%	-$30.8K	0.02%	350
2018 Q4	$303K	Sell	3,553 -395	-10%	-$34K	0.02%	347
2018 Q3	$313K	Sell	3,948 -79	-2%	-$6.34K	0.02%	351
2018 Q2	$324K	Hold	4,027	–	–	0.02%	351
2018 Q1	$321K	Buy	4,027 +49	+1%	+$3.84K	0.02%	340
2017 Q4	$339K	Buy	3,978 +52	+1%	+$4.59K	0.02%	336
2017 Q3	$332K	Sell	3,926 -299	-7%	-$26.2K	0.02%	320
2017 Q2	$360K	Sell	4,225 -91	-2%	-$7.84K	0.02%	311
2017 Q1	$360K	Sell	4,316 -9	-0.2%	-$719	0.02%	302
2016 Q4	$337K	Buy	4,325 +787	+22%	+$59K	0.02%	310
2016 Q3	$269K	Buy	3,538 +396	+13%	+$30.8K	0.02%	352
2016 Q2	$255K	Sell	3,142 -322	-9%	-$24K	0.02%	347
2016 Q1	$260K	Buy	+3,464	New	+$237K	0.02%	342