Northwestern Mutual Wealth Management’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 | $854K | Buy |
9,542
+3,160
| +50% | +$283K | ﹤0.01% | 1206 |
|
|
2025
Q1 | $608K | Sell |
6,382
-815
| -11% | -$77.6K | ﹤0.01% | 1264 |
|
|
2024
Q4 | $610K | Buy |
7,197
+398
| +6% | +$33.7K | ﹤0.01% | 1260 |
|
|
2024
Q3 | $602K | Buy |
6,799
+474
| +7% | +$42K | ﹤0.01% | 1245 |
|
|
2024
Q2 | $483K | Buy |
6,325
+440
| +7% | +$33.6K | ﹤0.01% | 1255 |
|
|
2024
Q1 | $440K | Buy |
5,885
+1,270
| +28% | +$94.9K | ﹤0.01% | 1287 |
|
|
2023
Q4 | $332K | Buy |
4,615
+15
| +0.3% | +$1.08K | ﹤0.01% | 1336 |
|
|
2023
Q3 | $339K | Sell |
4,600
-330
| -7% | -$24.3K | ﹤0.01% | 1286 |
|
|
2023
Q2 | $402K | Sell |
4,930
-270
| -5% | -$22K | ﹤0.01% | 1224 |
|
|
2023
Q1 | $412K | Sell |
5,200
-271
| -5% | -$21.5K | ﹤0.01% | 1196 |
|
|
2022
Q4 | $416K | Buy |
5,471
+119
| +2% | +$9.05K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $345K | Buy |
5,352
+35
| +0.7% | +$2.26K | ﹤0.01% | 1198 |
|
|
2022
Q2 | $388K | Sell |
5,317
-669
| -11% | -$48.8K | ﹤0.01% | 1154 |
|
|
2022
Q1 | $467K | Buy |
5,986
+117
| +2% | +$9.13K | ﹤0.01% | 1105 |
|
|
2021
Q4 | $415K | Buy |
5,869
+1,280
| +28% | +$90.5K | ﹤0.01% | 1150 |
|
|
2021
Q3 | $332K | Buy |
4,589
+868
| +23% | +$62.8K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $305K | Buy |
3,721
+334
| +10% | +$27.4K | ﹤0.01% | 1160 |
|
|
2021
Q1 | $276K | Sell |
3,387
-14
| -0.4% | -$1.14K | ﹤0.01% | 1128 |
|
|
2020
Q4 | $272K | Buy |
3,401
+52
| +2% | +$4.16K | ﹤0.01% | 1032 |
|
|
2020
Q3 | $250K | Sell |
3,349
-1,063
| -24% | -$79.4K | ﹤0.01% | 955 |
|
|
2020
Q2 | $323K | Buy |
4,412
+2,350
| +114% | +$172K | ﹤0.01% | 821 |
|
|
2020
Q1 | $156K | Sell |
2,062
-260
| -11% | -$19.7K | ﹤0.01% | 972 |
|
|
2019
Q4 | $209K | Buy |
2,322
+62
| +3% | +$5.58K | ﹤0.01% | 929 |
|
|
2019
Q3 | $219K | Sell |
2,260
-276
| -11% | -$26.7K | ﹤0.01% | 862 |
|
|
2019
Q2 | $239K | Buy |
2,536
+8
| +0.3% | +$754 | ﹤0.01% | 835 |
|
|
2019
Q1 | $242K | Buy |
2,528
+97
| +4% | +$9.29K | ﹤0.01% | 804 |
|
|
2018
Q4 | $207K | Buy |
2,431
+310
| +15% | +$26.4K | ﹤0.01% | 789 |
|
|
2018
Q3 | $168K | Buy |
2,121
+193
| +10% | +$15.3K | ﹤0.01% | 855 |
|
|
2018
Q2 | $155K | Sell |
1,928
-26
| -1% | -$2.09K | ﹤0.01% | 844 |
|
|
2018
Q1 | $156K | Hold |
1,954
| – | – | ﹤0.01% | 807 |
|
|
2017
Q4 | $166K | Sell |
1,954
-165
| -8% | -$14K | ﹤0.01% | 776 |
|
|
2017
Q3 | $179K | Buy |
2,119
+183
| +9% | +$15.5K | ﹤0.01% | 721 |
|
|
2017
Q2 | $165K | Sell |
1,936
-379
| -16% | -$32.3K | ﹤0.01% | 730 |
|
|
2017
Q1 | $193K | Buy |
2,315
+50
| +2% | +$4.17K | ﹤0.01% | 658 |
|
|
2016
Q4 | $176K | Buy |
+2,265
| New | +$176K | ﹤0.01% | 671 |
|
|
2016
Q3 | – | Sell |
-4,135
| Closed | -$335K | – | 1173 |
|
|
2016
Q2 | $335K | Sell |
4,135
-53
| -1% | -$4.29K | ﹤0.01% | 484 |
|
|
2016
Q1 | $315K | Sell |
4,188
-2,004
| -32% | -$151K | 0.01% | 480 |
|
|
2015
Q4 | $399K | Sell |
6,192
-374
| -6% | -$24.1K | 0.01% | 393 |
|
|
2015
Q3 | $421K | Buy |
6,566
+26
| +0.4% | +$1.67K | 0.01% | 356 |
|
|
2015
Q2 | $373K | Buy |
6,540
+764
| +13% | +$43.6K | 0.01% | 371 |
|
|
2015
Q1 | $369K | Buy |
5,776
+75
| +1% | +$4.79K | 0.01% | 359 |
|
|
2014
Q4 | $390K | Buy |
5,701
+229
| +4% | +$15.7K | 0.01% | 336 |
|
|
2014
Q3 | $299K | Buy |
+5,472
| New | +$299K | 0.01% | 357 |
|
|
2014
Q2 | – | Sell |
-422
| Closed | -$23K | – | 1364 |
|
|
2014
Q1 | $23K | Hold |
422
| – | – | ﹤0.01% | 739 |
|
|
2013
Q4 | $22K | Hold |
422
| – | – | ﹤0.01% | 760 |
|
|
2013
Q3 | $23K | Buy |
+422
| New | +$23K | ﹤0.01% | 718 |
|