Nicolet Advisory Services’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
$304K Buy
3,349
+93
+3% +$8.43K 0.03% 304
2025
Q1
$294K Sell
3,256
-646
-17% -$58.3K 0.03% 286
2024
Q4
$319K Buy
3,902
+447
+13% +$36.5K 0.03% 281
2024
Q3
$309K Sell
3,455
-16
-0.5% -$1.43K 0.03% 281
2024
Q2
$272K Buy
3,471
+598
+21% +$46.9K 0.03% 295
2024
Q1
$214K Buy
+2,873
New +$214K 0.02% 326