Montag & Associates’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	$50.4K	Hold	500	–	–	﹤0.01%	591
2025 Q4	$44.4K	Sell	500 -300	-38%	-$26.9K	﹤0.01%	611
2025 Q3	$71.7K	Hold	800	–	–	﹤0.01%	534
2025 Q2	$71.6K	Hold	800	–	–	﹤0.01%	521
2025 Q1	$76.2K	Hold	800	–	–	﹤0.01%	537
2024 Q4	$67.8K	Sell	800 -210	-21%	-$18.6K	﹤0.01%	557
2024 Q3	$89.5K	Buy	1,010 +210	+26%	+$17.9K	﹤0.01%	519
2024 Q2	$61.1K	Hold	800	–	–	﹤0.01%	553
2024 Q1	$59.8K	Hold	800	–	–	﹤0.01%	557
2023 Q4	$57.5K	Buy	800 +300	+60%	+$22K	﹤0.01%	553
2023 Q3	$36.8K	Hold	500	–	–	﹤0.01%	598
2023 Q2	$40.7K	Hold	500	–	–	﹤0.01%	596
2023 Q1	$39.6K	Hold	500	–	–	﹤0.01%	594
2022 Q4	$38K	Hold	500	–	–	﹤0.01%	590
2022 Q3	$32K	Hold	500	–	–	﹤0.01%	603
2022 Q2	$37K	Hold	500	–	–	﹤0.01%	572
2022 Q1	$39K	Hold	500	–	–	﹤0.01%	598
2021 Q4	$35K	Buy	+500	New	+$33.6K	﹤0.01%	619