Mather Group’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 | $377K | Buy |
4,213
+1,717
| +69% | +$154K | ﹤0.01% | 444 |
|
|
2025
Q1 | $238K | Buy |
2,496
+177
| +8% | +$16.9K | ﹤0.01% | 541 |
|
|
2024
Q4 | $197K | Buy |
2,319
+87
| +4% | +$7.38K | ﹤0.01% | 570 |
|
|
2024
Q3 | $198K | Buy |
2,232
+891
| +66% | +$78.9K | ﹤0.01% | 579 |
|
|
2024
Q2 | $100K | Sell |
1,341
-2,126
| -61% | -$159K | ﹤0.01% | 809 |
|
|
2024
Q1 | $249K | Sell |
3,467
-3
| -0.1% | -$216 | ﹤0.01% | 479 |
|
|
2023
Q4 | $249K | Sell |
3,470
-95
| -3% | -$6.83K | ﹤0.01% | 496 |
|
|
2023
Q3 | $263K | Buy |
3,565
+167
| +5% | +$12.3K | ﹤0.01% | 466 |
|
|
2023
Q2 | $277K | Buy |
+3,398
| New | +$277K | ﹤0.01% | 474 |
|
|
2022
Q2 | – | Sell |
-3,272
| Closed | -$256K | – | 453 |
|
|
2022
Q1 | $256K | Buy |
+3,272
| New | +$256K | 0.01% | 376 |
|