PWAM
MSFT icon

Pinnacle West Asset Management’s Microsoft MSFT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.1M Sell
24,385
-100
-0.4% -$49.7K 8.38% 1
2025
Q1
$9.19M Buy
24,485
+50
+0.2% +$18.8K 6.64% 1
2024
Q4
$10.3M Sell
24,435
-70
-0.3% -$29.5K 7.37% 1
2024
Q3
$10.5M Sell
24,505
-175
-0.7% -$75.3K 7.56% 1
2024
Q2
$11M Sell
24,680
-370
-1% -$165K 8.58% 1
2024
Q1
$10.5M Sell
25,050
-250
-1% -$105K 8.36% 1
2023
Q4
$9.51M Buy
25,300
+560
+2% +$211K 8.16% 1
2023
Q3
$7.81M Buy
24,740
+525
+2% +$166K 7.66% 1
2023
Q2
$8.25M Sell
24,215
-130
-0.5% -$44.3K 8.01% 1
2023
Q1
$7.02M Buy
+24,345
New +$7.02M 7.33% 1