Mutual 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 | $830K | Sell |
9,134
-1,898
| -17% | -$173K | 0.02% | 589 |
|
|
2025
Q1 | $1.03M | Buy |
11,032
+5,219
| +90% | +$489K | 0.03% | 436 |
|
|
2024
Q4 | $502K | Sell |
5,813
-17
| -0.3% | -$1.47K | 0.01% | 696 |
|
|
2024
Q3 | $522K | Sell |
5,830
-103
| -2% | -$9.23K | 0.02% | 683 |
|
|
2024
Q2 | $505K | Buy |
5,933
+365
| +7% | +$31.1K | 0.02% | 687 |
|
|
2024
Q1 | $416K | Buy |
+5,568
| New | +$416K | 0.01% | 758 |
|
|
2023
Q2 | – | Sell |
-3,021
| Closed | -$239K | – | 1048 |
|
|
2023
Q1 | $239K | Sell |
3,021
-1,349
| -31% | -$107K | 0.01% | 851 |
|
|
2022
Q4 | $332K | Buy |
4,370
+1,099
| +34% | +$83.6K | 0.01% | 711 |
|
|
2022
Q3 | $211K | Buy |
+3,271
| New | +$211K | 0.01% | 815 |
|
|
2022
Q2 | – | Sell |
-2,622
| Closed | -$205K | – | 886 |
|
|
2022
Q1 | $205K | Buy |
+2,622
| New | +$205K | 0.01% | 821 |
|