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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.6K | Hold |
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|
2025
Q1 | $76.2K | Hold |
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|
2024
Q4 | $67.8K | Sell |
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|
2024
Q3 | $89.5K | Buy |
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|
2024
Q2 | $61.1K | Hold |
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|
2024
Q1 | $59.8K | Hold |
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|
2023
Q4 | $57.5K | Buy |
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|
2023
Q3 | $36.8K | Hold |
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|
2023
Q2 | $40.7K | Hold |
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|
2023
Q1 | $39.6K | Hold |
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|
2022
Q4 | $38K | Hold |
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|
2022
Q3 | $32K | Hold |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $39K | Hold |
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|
2021
Q4 | $35K | Buy |
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