Venturi 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
Q1 | – | Sell |
-475
| Closed | -$40.3K | – | 1498 |
|
|
2024
Q4 | $40.3K | Buy |
475
+46
| +11% | +$3.9K | ﹤0.01% | 1087 |
|
|
2024
Q3 | $38K | Buy |
429
+238
| +125% | +$21.1K | ﹤0.01% | 842 |
|
|
2024
Q2 | $14.6K | Buy |
+191
| New | +$14.6K | ﹤0.01% | 1012 |
|
|
2024
Q1 | – | Sell |
-133
| Closed | -$9.56K | – | 1424 |
|
|
2023
Q4 | $9.56K | Buy |
133
+10
| +8% | +$718 | ﹤0.01% | 882 |
|
|
2023
Q3 | $9.06K | Buy |
+123
| New | +$9.06K | ﹤0.01% | 823 |
|