TD Private Client Wealth’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 | $224K | Sell |
2,499
-152
| -6% | -$13.6K | 0.01% | 606 |
|
|
2025
Q1 | $253K | Buy |
+2,651
| New | +$253K | 0.01% | 556 |
|
|
2024
Q4 | – | Sell |
-2,359
| Closed | -$209K | – | 1341 |
|
|
2024
Q3 | $209K | Buy |
2,359
+57
| +2% | +$5.05K | 0.01% | 594 |
|
|
2024
Q2 | $176K | Sell |
2,302
-161
| -7% | -$12.3K | 0.01% | 594 |
|
|
2024
Q1 | $184K | Sell |
2,463
-93
| -4% | -$6.95K | 0.01% | 603 |
|
|
2023
Q4 | $184K | Sell |
2,556
-43
| -2% | -$3.09K | 0.01% | 587 |
|
|
2023
Q3 | $191K | Sell |
2,599
-412
| -14% | -$30.4K | 0.01% | 552 |
|
|
2023
Q2 | $245K | Buy |
3,011
+7
| +0.2% | +$570 | 0.01% | 531 |
|
|
2023
Q1 | $238K | Buy |
3,004
+2,301
| +327% | +$182K | 0.01% | 525 |
|
|
2022
Q4 | $53.5K | Sell |
703
-53
| -7% | -$4.03K | ﹤0.01% | 728 |
|
|
2022
Q3 | $48.8K | Buy |
756
+35
| +5% | +$2.26K | ﹤0.01% | 731 |
|
|
2022
Q2 | $52.7K | Sell |
721
-28
| -4% | -$2.05K | ﹤0.01% | 723 |
|
|
2022
Q1 | $58.5K | Buy |
749
+122
| +19% | +$9.53K | ﹤0.01% | 739 |
|
|
2021
Q4 | $44.3K | Buy |
627
+344
| +122% | +$24.3K | ﹤0.01% | 759 |
|
|
2021
Q3 | $20.5K | Sell |
283
-124
| -30% | -$8.97K | ﹤0.01% | 846 |
|
|
2021
Q2 | $33.4K | Sell |
407
-84
| -17% | -$6.89K | ﹤0.01% | 791 |
|
|
2021
Q1 | $39.9K | Sell |
491
-22
| -4% | -$1.79K | ﹤0.01% | 745 |
|
|
2020
Q4 | $41K | Buy |
513
+72
| +16% | +$5.76K | ﹤0.01% | 685 |
|
|
2020
Q3 | $32.9K | Sell |
441
-7
| -2% | -$522 | ﹤0.01% | 670 |
|
|
2020
Q2 | $32.8K | Sell |
448
-24
| -5% | -$1.76K | ﹤0.01% | 665 |
|
|
2020
Q1 | $35.8K | Buy |
472
+78
| +20% | +$5.91K | ﹤0.01% | 623 |
|
|
2019
Q4 | $35.4K | Buy |
+394
| New | +$35.4K | ﹤0.01% | 655 |
|