PWAM
Pinnacle West Asset Management’s Boeing BA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $984K | Sell |
4,695
-65
| -1% | -$13.6K | 0.68% | 41 |
|
2025
Q1 | $812K | Buy |
4,760
+65
| +1% | +$11.1K | 0.59% | 51 |
|
2024
Q4 | $831K | Hold |
4,695
| – | – | 0.59% | 48 |
|
2024
Q3 | $714K | Buy |
4,695
+340
| +8% | +$51.7K | 0.51% | 59 |
|
2024
Q2 | $793K | Sell |
4,355
-265
| -6% | -$48.3K | 0.62% | 50 |
|
2024
Q1 | $892K | Sell |
4,620
-30
| -0.6% | -$5.79K | 0.71% | 48 |
|
2023
Q4 | $1.21M | Buy |
4,650
+130
| +3% | +$33.9K | 1.04% | 35 |
|
2023
Q3 | $866K | Buy |
4,520
+100
| +2% | +$19.2K | 0.85% | 41 |
|
2023
Q2 | $933K | Sell |
4,420
-25
| -0.6% | -$5.28K | 0.91% | 41 |
|
2023
Q1 | $944K | Buy |
+4,445
| New | +$944K | 0.99% | 38 |
|