TWA
TCI Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
5,047
-4
| -0.1% | -$358 | 0.03% | 150 |
|
|
2025
Q1 | $481K | Sell |
5,051
-400
| -7% | -$38.1K | 0.04% | 130 |
|
|
2024
Q4 | $462K | Sell |
5,451
-358
| -6% | -$30.3K | 0.04% | 132 |
|
|
2024
Q3 | $515K | Sell |
5,809
-2,604
| -31% | -$231K | 0.04% | 128 |
|
|
2024
Q2 | $643K | Buy |
8,413
+400
| +5% | +$30.6K | 0.06% | 105 |
|
|
2024
Q1 | $599K | Sell |
8,013
-267
| -3% | -$20K | 0.06% | 108 |
|
|
2023
Q4 | $595K | Sell |
8,280
-6,876
| -45% | -$494K | 0.06% | 102 |
|
|
2023
Q3 | $1.12M | Buy |
15,156
+19
| +0.1% | +$1.4K | 0.14% | 66 |
|
|
2023
Q2 | $1.23M | Buy |
15,137
+184
| +1% | +$15K | 0.16% | 62 |
|
|
2023
Q1 | $1.18M | Buy |
14,953
+32
| +0.2% | +$2.54K | 0.15% | 58 |
|
|
2022
Q4 | $1.13M | Buy |
14,921
+27
| +0.2% | +$2.05K | 0.16% | 57 |
|
|
2022
Q3 | $961K | Buy |
14,894
+4,093
| +38% | +$264K | 0.16% | 60 |
|
|
2022
Q2 | $790K | Hold |
10,801
| – | – | 0.12% | 76 |
|
|
2022
Q1 | $843K | Buy |
10,801
+14
| +0.1% | +$1.09K | 0.13% | 74 |
|
|
2021
Q4 | $761K | Buy |
10,787
+1,446
| +15% | +$102K | 0.11% | 76 |
|
|
2021
Q3 | $676K | Sell |
9,341
-35
| -0.4% | -$2.53K | 0.1% | 81 |
|
|
2021
Q2 | $769K | Sell |
9,376
-15
| -0.2% | -$1.23K | 0.13% | 70 |
|
|
2021
Q1 | $764K | Hold |
9,391
| – | – | 0.32% | 59 |
|
|
2020
Q4 | $751K | Sell |
9,391
-503
| -5% | -$40.2K | 0.34% | 57 |
|
|
2020
Q3 | $738K | Buy |
9,894
+1,187
| +14% | +$88.5K | 0.29% | 62 |
|
|
2020
Q2 | $638K | Buy |
8,707
+2,802
| +47% | +$205K | 0.27% | 64 |
|
|
2020
Q1 | $448K | Sell |
5,905
-45
| -0.8% | -$3.41K | 0.22% | 76 |
|
|
2019
Q4 | $535K | Hold |
5,950
| – | – | 0.21% | 81 |
|
|
2019
Q3 | $578K | Hold |
5,950
| – | – | 0.26% | 70 |
|
|
2019
Q2 | $560K | Hold |
5,950
| – | – | 0.25% | 72 |
|
|
2019
Q1 | $569K | Buy |
5,950
+166
| +3% | +$15.9K | 0.25% | 75 |
|
|
2018
Q4 | $493K | Buy |
5,784
+503
| +10% | +$42.9K | 0.24% | 77 |
|
|
2018
Q3 | $418K | Hold |
5,281
| – | – | 0.17% | 99 |
|
|
2018
Q2 | $425K | Sell |
5,281
-11
| -0.2% | -$885 | 0.19% | 92 |
|
|
2018
Q1 | $422K | Hold |
5,292
| – | – | 0.2% | 92 |
|
|
2017
Q4 | $451K | Hold |
5,292
| – | – | 0.2% | 95 |
|
|
2017
Q3 | $447K | Hold |
5,292
| – | – | 0.22% | 82 |
|
|
2017
Q2 | $451K | Hold |
5,292
| – | – | 0.23% | 79 |
|
|
2017
Q1 | $441K | Hold |
5,292
| – | – | 0.23% | 78 |
|
|
2016
Q4 | $413K | Buy |
5,292
+17
| +0.3% | +$1.33K | 0.22% | 82 |
|
|
2016
Q3 | $401K | Hold |
5,275
| – | – | 0.22% | 81 |
|
|
2016
Q2 | $428K | Hold |
5,275
| – | – | 0.24% | 77 |
|
|
2016
Q1 | $396K | Buy |
5,275
+39
| +0.7% | +$2.93K | 0.22% | 82 |
|
|
2015
Q4 | $338K | Hold |
5,236
| – | – | 0.19% | 93 |
|
|
2015
Q3 | $336K | Buy |
5,236
+3,214
| +159% | +$206K | 0.2% | 85 |
|
|
2015
Q2 | $115K | Hold |
2,022
| – | – | 0.07% | 180 |
|
|
2015
Q1 | $129K | Hold |
2,022
| – | – | 0.08% | 152 |
|
|
2014
Q4 | $138K | Hold |
2,022
| – | – | 0.09% | 152 |
|
|
2014
Q3 | $110K | Sell |
2,022
-92
| -4% | -$5.01K | 0.07% | 161 |
|
|
2014
Q2 | $122K | Buy |
2,114
+523
| +33% | +$30.2K | 0.07% | 156 |
|
|
2014
Q1 | $87K | Buy |
1,591
+1
| +0.1% | +$55 | 0.06% | 177 |
|
|
2013
Q4 | $84K | Buy |
1,590
+1
| +0.1% | +$53 | 0.05% | 180 |
|
|
2013
Q3 | $87K | Buy |
1,589
+1
| +0.1% | +$55 | 0.07% | 162 |
|
|
2013
Q2 | $88K | Buy |
+1,588
| New | +$88K | 0.07% | 165 |
|