PWAM
Pinnacle West Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
38,245
-285
| -0.7% | -$58.5K | 5.42% | 2 |
|
|
2025
Q1 | $8.56M | Sell |
38,530
-150
| -0.4% | -$33.3K | 6.18% | 2 |
|
|
2024
Q4 | $9.69M | Sell |
38,680
-660
| -2% | -$165K | 6.93% | 2 |
|
|
2024
Q3 | $9.17M | Sell |
39,340
-570
| -1% | -$133K | 6.57% | 2 |
|
|
2024
Q2 | $8.41M | Sell |
39,910
-1,065
| -3% | -$224K | 6.53% | 2 |
|
|
2024
Q1 | $7.03M | Sell |
40,975
-1,120
| -3% | -$192K | 5.58% | 2 |
|
|
2023
Q4 | $8.11M | Buy |
42,095
+600
| +1% | +$116K | 6.95% | 2 |
|
|
2023
Q3 | $7.1M | Buy |
41,495
+155
| +0.4% | +$26.5K | 6.96% | 2 |
|
|
2023
Q2 | $8.02M | Sell |
41,340
-210
| -0.5% | -$40.7K | 7.79% | 2 |
|
|
2023
Q1 | $6.85M | Buy |
+41,550
| New | +$6.85M | 7.16% | 2 |
|