PWAM
Pinnacle West Asset Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
5,300
-55
| -1% | -$19.5K | 1.3% | 27 |
|
|
2025
Q1 | $1.88M | Hold |
5,355
| – | – | 1.36% | 26 |
|
|
2024
Q4 | $1.69M | Hold |
5,355
| – | – | 1.21% | 29 |
|
|
2024
Q3 | $1.47M | Hold |
5,355
| – | – | 1.06% | 30 |
|
|
2024
Q2 | $1.41M | Buy |
5,355
+20
| +0.4% | +$5.25K | 1.09% | 31 |
|
|
2024
Q1 | $1.49M | Buy |
5,335
+10
| +0.2% | +$2.79K | 1.18% | 28 |
|
|
2023
Q4 | $1.39M | Buy |
5,325
+240
| +5% | +$62.5K | 1.19% | 29 |
|
|
2023
Q3 | $1.17M | Buy |
5,085
+295
| +6% | +$67.9K | 1.15% | 31 |
|
|
2023
Q2 | $1.14M | Sell |
4,790
-125
| -3% | -$29.7K | 1.1% | 30 |
|
|
2023
Q1 | $1.11M | Buy |
+4,915
| New | +$1.11M | 1.16% | 27 |
|