Parcion Private Wealth’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 | $2.05M | Buy |
22,967
+76
| +0.3% | +$6.8K | 0.15% | 91 |
|
|
2025
Q1 | $2.18M | Hold |
22,891
| – | – | 0.18% | 83 |
|
|
2024
Q4 | $1.94M | Hold |
22,891
| – | – | 0.15% | 86 |
|
|
2024
Q3 | $2.03M | Sell |
22,891
-2
| -0% | -$177 | 0.17% | 83 |
|
|
2024
Q2 | $1.75M | Buy |
22,893
+2
| +0% | +$153 | 0.16% | 88 |
|
|
2024
Q1 | $1.71M | Buy |
22,891
+200
| +0.9% | +$14.9K | 0.15% | 91 |
|
|
2023
Q4 | $1.63M | Hold |
22,691
| – | – | 0.15% | 89 |
|
|
2023
Q3 | $1.67M | Hold |
22,691
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $1.85M | Hold |
22,691
| – | – | 0.19% | 84 |
|
|
2023
Q1 | $1.8M | Hold |
22,691
| – | – | 0.19% | 84 |
|
|
2022
Q4 | $1.73M | Buy |
22,691
+20
| +0.1% | +$1.52K | 0.19% | 86 |
|
|
2022
Q3 | $1.46M | Buy |
22,671
+15
| +0.1% | +$968 | 0.16% | 96 |
|
|
2022
Q2 | $1.59M | Buy |
22,656
+15
| +0.1% | +$1.05K | 0.16% | 104 |
|
|
2022
Q1 | $1.77M | Hold |
22,641
| – | – | 0.17% | 90 |
|
|
2021
Q4 | $1.64M | Hold |
22,641
| – | – | 0.15% | 88 |
|
|
2021
Q3 | $1.54M | Hold |
22,641
| – | – | 0.14% | 99 |
|
|
2021
Q2 | $1.86M | Hold |
22,641
| – | – | 0.19% | 94 |
|
|
2021
Q1 | $1.84M | Hold |
22,641
| – | – | 0.21% | 92 |
|
|
2020
Q4 | $1.81M | Hold |
22,641
| – | – | 0.24% | 79 |
|
|
2020
Q3 | $1.76M | Hold |
22,641
| – | – | 0.27% | 70 |
|
|
2020
Q2 | $1.74M | Hold |
22,641
| – | – | 0.29% | 61 |
|
|
2020
Q1 | $1.72M | Hold |
22,641
| – | – | 0.47% | 49 |
|
|
2019
Q4 | $2.04M | Buy |
+22,641
| New | +$2.04M | 0.44% | 53 |
|