Trust Company of Vermont’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 | $17.8K | Hold |
199
| – | – | ﹤0.01% | 737 |
|
|
2025
Q1 | $19K | Hold |
199
| – | – | ﹤0.01% | 681 |
|
|
2024
Q4 | $16.9K | Buy |
+199
| New | +$16.9K | ﹤0.01% | 708 |
|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$121K | – | 844 |
|
|
2020
Q1 | $121K | Sell |
1,600
-27
| -2% | -$2.04K | 0.01% | 335 |
|
|
2019
Q4 | $146K | Hold |
1,627
| – | – | 0.01% | 353 |
|
|
2019
Q3 | $158K | Hold |
1,627
| – | – | 0.01% | 347 |
|
|
2019
Q2 | $153K | Hold |
1,627
| – | – | 0.01% | 354 |
|
|
2019
Q1 | $156K | Sell |
1,627
-27
| -2% | -$2.59K | 0.01% | 343 |
|
|
2018
Q4 | $141K | Hold |
1,654
| – | – | 0.01% | 339 |
|
|
2018
Q3 | $131K | Hold |
1,654
| – | – | 0.01% | 377 |
|
|
2018
Q2 | $133K | Buy |
1,654
+54
| +3% | +$4.34K | 0.01% | 382 |
|
|
2018
Q1 | $128K | Hold |
1,600
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $136K | Sell |
1,600
-300
| -16% | -$25.5K | 0.01% | 366 |
|
|
2017
Q3 | $161K | Hold |
1,900
| – | – | 0.02% | 342 |
|
|
2017
Q2 | $162K | Hold |
1,900
| – | – | 0.02% | 344 |
|
|
2017
Q1 | $158K | Sell |
1,900
-200
| -10% | -$16.6K | 0.02% | 342 |
|
|
2016
Q4 | $164K | Hold |
2,100
| – | – | 0.02% | 334 |
|
|
2016
Q3 | $160K | Sell |
2,100
-500
| -19% | -$38.1K | 0.02% | 293 |
|
|
2016
Q2 | $211K | Hold |
2,600
| – | – | 0.03% | 254 |
|
|
2016
Q1 | $195K | Sell |
2,600
-200
| -7% | -$15K | 0.03% | 251 |
|
|
2015
Q4 | $181K | Buy |
2,800
+200
| +8% | +$12.9K | 0.03% | 258 |
|
|
2015
Q3 | $167K | Hold |
2,600
| – | – | 0.03% | 252 |
|
|
2015
Q2 | $148K | Hold |
2,600
| – | – | 0.02% | 269 |
|
|
2015
Q1 | $166K | Hold |
2,600
| – | – | 0.02% | 254 |
|
|
2014
Q4 | $178K | Hold |
2,600
| – | – | 0.03% | 243 |
|
|
2014
Q3 | $142K | Buy |
2,600
+1,000
| +63% | +$54.6K | 0.02% | 262 |
|
|
2014
Q2 | $93K | Hold |
1,600
| – | – | 0.01% | 301 |
|
|
2014
Q1 | $87K | Hold |
1,600
| – | – | 0.01% | 304 |
|
|
2013
Q4 | $85K | Hold |
1,600
| – | – | 0.01% | 296 |
|
|
2013
Q3 | $88K | Hold |
1,600
| – | – | 0.02% | 284 |
|
|
2013
Q2 | $89K | Buy |
+1,600
| New | +$89K | 0.02% | 278 |
|