Transamerica Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.63K | Buy |
36
+9
| +33% | +$868 | ﹤0.01% | 1102 |
|
|
2025
Q4 | $2.4K | Buy |
27
+15
| +125% | +$1.34K | ﹤0.01% | 1098 |
|
|
2025
Q3 | $1.08K | Buy |
+12
| New | +$1.08K | ﹤0.01% | 1162 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 645 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 545 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $1K | Sell |
1
-8
| -89% | -$604 | ﹤0.01% | 522 |
|
|
2022
Q4 | $1K | Buy |
9
+8
| +800% | +$572 | ﹤0.01% | 600 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 566 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$75 | ﹤0.01% | 578 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 401 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$76 | ﹤0.01% | 458 |
|
|
2016
Q1 | – | Sell |
-4
| Closed | -$1K | – | 838 |
|
|
2015
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 778 |
|
|
2015
Q3 | $1K | Sell |
4
-33
| -89% | -$2.02K | ﹤0.01% | 779 |
|
|
2015
Q2 | $3K | Buy |
37
+14
| +61% | +$844 | ﹤0.01% | 738 |
|
|
2015
Q1 | $2K | Sell |
23
-6
| -21% | -$400 | ﹤0.01% | 764 |
|
|
2014
Q4 | $2K | Sell |
29
-1,950
| -99% | -$121K | ﹤0.01% | 612 |
|
|
2014
Q3 | $109K | Buy |
1,979
+150
| +8% | +$8.36K | 0.01% | 292 |
|
|
2014
Q2 | $106K | Buy |
1,829
+242
| +15% | +$13.4K | 0.01% | 315 |
|
|
2014
Q1 | $87K | Sell |
1,587
-418
| -21% | -$22.4K | 0.01% | 312 |
|
|
2013
Q4 | $107K | Buy |
2,005
+1,974
| +6,368% | +$108K | 0.01% | 270 |
|
|
2013
Q3 | $2K | Sell |
31
-9,668
| -100% | -$543K | ﹤0.01% | 544 |
|
|
2013
Q2 | $538K | Buy |
+9,699
| New | +$563K | 0.09% | 113 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
