TriaGen Wealth Management’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 | $222K | Hold |
2,477
| – | – | 0.07% | 163 |
|
|
2025
Q1 | $236K | Hold |
2,477
| – | – | 0.08% | 150 |
|
|
2024
Q4 | $210K | Hold |
2,477
| – | – | 0.07% | 159 |
|
|
2024
Q3 | $219K | Buy |
+2,477
| New | +$219K | 0.07% | 163 |
|
|
2023
Q3 | – | Sell |
-2,477
| Closed | -$202K | – | 171 |
|
|
2023
Q2 | $202K | Buy |
+2,477
| New | +$202K | 0.09% | 159 |
|
|
2021
Q3 | – | Sell |
-2,477
| Closed | -$207K | – | 193 |
|
|
2021
Q2 | $207K | Hold |
2,477
| – | – | 0.11% | 180 |
|
|
2021
Q1 | $202K | Sell |
2,477
-49
| -2% | -$4K | 0.12% | 163 |
|
|
2020
Q4 | $202K | Buy |
+2,526
| New | +$202K | 0.12% | 165 |
|