Prestige Wealth Management Group’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$103K	Hold	1,025	–	–	0.02%	202
2025 Q4	$90.9K	Sell	1,025 -10	-1%	-$896	0.02%	208
2025 Q3	$92.8K	Hold	1,035	–	–	0.02%	222
2025 Q2	$92.6K	Hold	1,035	–	–	0.02%	213
2025 Q1	$98.6K	Buy	1,035 +1,025	+10,250%	+$91.5K	0.02%	199
2024 Q4	$848	Hold	10	–	–	﹤0.01%	907
2024 Q3	$886	Hold	10	–	–	﹤0.01%	895
2024 Q2	$764	Hold	10	–	–	﹤0.01%	862
2024 Q1	$748	Hold	10	–	–	﹤0.01%	904
2023 Q4	$719	Hold	10	–	–	﹤0.01%	897
2023 Q3	$737	Sell	10 -203	-95%	-$16.1K	﹤0.01%	920
2023 Q2	$17.4K	Hold	213	–	–	﹤0.01%	379
2023 Q1	$16.9K	Hold	213	–	–	﹤0.01%	357
2022 Q4	$16.2K	Sell	213 -5	-2%	-$357	﹤0.01%	385
2022 Q3	$14K	Buy	218 +5	+2%	+$368	﹤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%	-$1.46K	﹤0.01%	379
2020 Q2	$17K	Sell	232 -7	-3%	-$529	0.01%	354
2020 Q1	$18K	Buy	239 +36	+18%	+$3.27K	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%	-$3.88K	0.01%	286
2018 Q4	$21K	Buy	+246	New	+$21.2K	0.02%	300