Mercer Global Advisors’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 | $2.48M | Sell |
27,706
-24,004
| -46% | -$2.15M | 0.01% | 773 |
|
2025
Q1 | $4.93M | Buy |
51,710
+2,056
| +4% | +$196K | 0.01% | 545 |
|
2024
Q4 | $4.21M | Sell |
49,654
-8,141
| -14% | -$690K | 0.01% | 592 |
|
2024
Q3 | $5.23M | Buy |
57,795
+2,877
| +5% | +$260K | 0.01% | 490 |
|
2024
Q2 | $4.19M | Buy |
54,918
+4,725
| +9% | +$361K | 0.01% | 494 |
|
2024
Q1 | $3.75M | Sell |
50,193
-15,233
| -23% | -$1.14M | 0.01% | 544 |
|
2023
Q4 | $4.7M | Sell |
65,426
-2,034
| -3% | -$146K | 0.01% | 489 |
|
2023
Q3 | $4.97M | Buy |
67,460
+1,679
| +3% | +$124K | 0.02% | 438 |
|
2023
Q2 | $5.36M | Buy |
65,781
+2,060
| +3% | +$168K | 0.02% | 438 |
|
2023
Q1 | $5.05M | Buy |
63,721
+3,475
| +6% | +$275K | 0.02% | 428 |
|
2022
Q4 | $4.58M | Buy |
60,246
+6,576
| +12% | +$500K | 0.02% | 451 |
|
2022
Q3 | $3.46M | Buy |
53,670
+5,978
| +13% | +$386K | 0.02% | 485 |
|
2022
Q2 | $3.49M | Buy |
47,692
+6,819
| +17% | +$499K | 0.02% | 472 |
|
2022
Q1 | $3.19M | Buy |
40,873
+9,223
| +29% | +$720K | 0.02% | 512 |
|
2021
Q4 | $2.23M | Sell |
31,650
-19,043
| -38% | -$1.34M | 0.01% | 589 |
|
2021
Q3 | $3.67M | Buy |
50,693
+9,001
| +22% | +$651K | 0.03% | 431 |
|
2021
Q2 | $3.42M | Buy |
41,692
+5,581
| +15% | +$457K | 0.03% | 412 |
|
2021
Q1 | $2.94M | Buy |
36,111
+6,088
| +20% | +$495K | 0.03% | 420 |
|
2020
Q4 | $2.4M | Buy |
30,023
+20,292
| +209% | +$1.62M | 0.03% | 379 |
|
2020
Q3 | $725K | Sell |
9,731
-352
| -3% | -$26.2K | 0.01% | 652 |
|
2020
Q2 | $739K | Buy |
10,083
+1,496
| +17% | +$110K | 0.01% | 557 |
|
2020
Q1 | $651K | Sell |
8,587
-1,911
| -18% | -$145K | 0.01% | 590 |
|
2019
Q4 | $944K | Sell |
10,498
-307
| -3% | -$27.6K | 0.02% | 542 |
|
2019
Q3 | $1.05M | Sell |
10,805
-1
| -0% | -$97 | 0.02% | 472 |
|
2019
Q2 | $1.02M | Buy |
10,806
+261
| +2% | +$24.6K | 0.03% | 457 |
|
2019
Q1 | $1.01M | Buy |
+10,545
| New | +$1.01M | 0.04% | 412 |
|