United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $375K | Sell |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $274K | Sell |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $257K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $251K | Sell |
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|
2017
Q1 | $256K | Sell |
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|
2016
Q4 | $248K | Buy |
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|
2016
Q3 | $231K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Buy |
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