Montag & Associates’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 | $71.6K | Hold |
800
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $76.2K | Hold |
800
| – | – | ﹤0.01% | 537 |
|
|
2024
Q4 | $67.8K | Sell |
800
-210
| -21% | -$17.8K | ﹤0.01% | 557 |
|
|
2024
Q3 | $89.5K | Buy |
1,010
+210
| +26% | +$18.6K | ﹤0.01% | 519 |
|
|
2024
Q2 | $61.1K | Hold |
800
| – | – | ﹤0.01% | 553 |
|
|
2024
Q1 | $59.8K | Hold |
800
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $57.5K | Buy |
800
+300
| +60% | +$21.6K | ﹤0.01% | 551 |
|
|
2023
Q3 | $36.8K | Hold |
500
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $40.7K | Hold |
500
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $39.6K | Hold |
500
| – | – | ﹤0.01% | 588 |
|
|
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 | +$35K | ﹤0.01% | 619 |
|