PWAM
Pinnacle West Asset Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
10,000
| – | – | 0.2% | 98 |
|
|
2025
Q1 | $286K | Hold |
10,000
| – | – | 0.21% | 98 |
|
|
2024
Q4 | $322K | Hold |
10,000
| – | – | 0.23% | 88 |
|
|
2024
Q3 | $348K | Hold |
10,000
| – | – | 0.25% | 87 |
|
|
2024
Q2 | $286K | Hold |
10,000
| – | – | 0.22% | 93 |
|
|
2024
Q1 | $290K | Hold |
10,000
| – | – | 0.23% | 91 |
|
|
2023
Q4 | $330K | Hold |
10,000
| – | – | 0.28% | 85 |
|
|
2023
Q3 | $256K | Hold |
10,000
| – | – | 0.25% | 90 |
|
|
2023
Q2 | $265K | Hold |
10,000
| – | – | 0.26% | 91 |
|
|
2023
Q1 | $301K | Buy |
+10,000
| New | +$301K | 0.31% | 85 |
|