Prestige Wealth Management Group’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.6K | Hold |
1,035
| – | – | 0.02% | 211 |
|
|
2025
Q1 | $98.6K | Buy |
1,035
+1,025
| +10,250% | +$97.6K | 0.02% | 199 |
|
|
2024
Q4 | $848 | Hold |
10
| – | – | ﹤0.01% | 906 |
|
|
2024
Q3 | $886 | Hold |
10
| – | – | ﹤0.01% | 893 |
|
|
2024
Q2 | $764 | Hold |
10
| – | – | ﹤0.01% | 859 |
|
|
2024
Q1 | $748 | Hold |
10
| – | – | ﹤0.01% | 902 |
|
|
2023
Q4 | $719 | Hold |
10
| – | – | ﹤0.01% | 894 |
|
|
2023
Q3 | $737 | Sell |
10
-203
| -95% | -$15K | ﹤0.01% | 915 |
|
|
2023
Q2 | $17.4K | Hold |
213
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $16.9K | Hold |
213
| – | – | ﹤0.01% | 356 |
|
|
2022
Q4 | $16.2K | Sell |
213
-5
| -2% | -$380 | ﹤0.01% | 383 |
|
|
2022
Q3 | $14K | Buy |
218
+5
| +2% | +$321 | ﹤0.01% | 371 |
|
|
2022
Q2 | $16K | Hold |
213
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $17K | Hold |
213
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $15K | Hold |
213
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $16K | Hold |
213
| – | – | ﹤0.01% | 409 |
|
|
2021
Q2 | $18K | Hold |
213
| – | – | ﹤0.01% | 371 |
|
|
2021
Q1 | $18K | Hold |
213
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $17K | Hold |
213
| – | – | ﹤0.01% | 378 |
|
|
2020
Q3 | $16K | Sell |
213
-19
| -8% | -$1.43K | ﹤0.01% | 379 |
|
|
2020
Q2 | $17K | Sell |
232
-7
| -3% | -$513 | 0.01% | 354 |
|
|
2020
Q1 | $18K | Buy |
239
+36
| +18% | +$2.71K | 0.01% | 297 |
|
|
2019
Q4 | $18K | Hold |
203
| – | – | 0.01% | 301 |
|
|
2019
Q3 | $20K | Hold |
203
| – | – | 0.01% | 281 |
|
|
2019
Q2 | $19K | Hold |
203
| – | – | 0.01% | 280 |
|
|
2019
Q1 | $19K | Sell |
203
-43
| -17% | -$4.03K | 0.01% | 286 |
|
|
2018
Q4 | $21K | Buy |
+246
| New | +$21K | 0.02% | 300 |
|