UMB Bank’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 | $113K | Sell |
1,265
-1
| -0.1% | -$89 | ﹤0.01% | 782 |
|
|
2025
Q1 | $121K | Buy |
1,266
+58
| +5% | +$5.53K | ﹤0.01% | 709 |
|
|
2024
Q4 | $102K | Hold |
1,208
| – | – | ﹤0.01% | 696 |
|
|
2024
Q3 | $107K | Sell |
1,208
-51
| -4% | -$4.52K | ﹤0.01% | 685 |
|
|
2024
Q2 | $96.2K | Buy |
1,259
+44
| +4% | +$3.36K | ﹤0.01% | 693 |
|
|
2024
Q1 | $90.8K | Buy |
1,215
+6
| +0.5% | +$448 | ﹤0.01% | 724 |
|
|
2023
Q4 | $86.9K | Sell |
1,209
-50
| -4% | -$3.59K | ﹤0.01% | 732 |
|
|
2023
Q3 | $92.8K | Buy |
1,259
+50
| +4% | +$3.68K | ﹤0.01% | 705 |
|
|
2023
Q2 | $98.5K | Hold |
1,209
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $95.8K | Sell |
1,209
-12
| -1% | -$951 | ﹤0.01% | 708 |
|
|
2022
Q4 | $93K | Sell |
1,221
-89
| -7% | -$6.78K | ﹤0.01% | 721 |
|
|
2022
Q3 | $84K | Sell |
1,310
-76
| -5% | -$4.87K | ﹤0.01% | 754 |
|
|
2022
Q2 | $102K | Hold |
1,386
| – | – | ﹤0.01% | 753 |
|
|
2022
Q1 | $108K | Sell |
1,386
-52
| -4% | -$4.05K | ﹤0.01% | 768 |
|
|
2021
Q4 | $101K | Buy |
+1,438
| New | +$101K | ﹤0.01% | 804 |
|