Summit Trail Advisors’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
2025
Q2
$555K Buy
2024
Q4
Sell
2024
Q3
$273K Buy
2024
Q2
$214K Buy
2018
Q1
Sell
2017
Q4
$55K Buy