Verity & Verity’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 |
-5,326
| Closed | -$451K | – | 135 |
|
|
2024
Q4 | $451K | Sell |
5,326
-84,960
| -94% | -$7.2M | 0.04% | 101 |
|
|
2024
Q3 | $8M | Buy |
90,286
+354
| +0.4% | +$31.4K | 0.78% | 54 |
|
|
2024
Q2 | $6.87M | Sell |
89,932
-78
| -0.1% | -$5.96K | 0.75% | 53 |
|
|
2024
Q1 | $6.73M | Sell |
90,010
-3,790
| -4% | -$283K | 0.75% | 54 |
|
|
2023
Q4 | $6.74M | Buy |
93,800
+4,687
| +5% | +$337K | 0.77% | 54 |
|
|
2023
Q3 | $6.57M | Sell |
89,113
-17,420
| -16% | -$1.28M | 0.82% | 53 |
|
|
2023
Q2 | $8.68M | Sell |
106,533
-4,124
| -4% | -$336K | 1.06% | 43 |
|
|
2023
Q1 | $8.77M | Buy |
110,657
+21,132
| +24% | +$1.67M | 1.12% | 40 |
|
|
2022
Q4 | $6.81M | Buy |
89,525
+8,333
| +10% | +$634K | 0.89% | 49 |
|
|
2022
Q3 | $5.24M | Sell |
81,192
-190
| -0.2% | -$12.3K | 0.84% | 49 |
|
|
2022
Q2 | $5.95M | Sell |
81,382
-1,765
| -2% | -$129K | 0.91% | 47 |
|
|
2022
Q1 | $6.49M | Buy |
83,147
+9,693
| +13% | +$757K | 0.9% | 50 |
|
|
2021
Q4 | $5.19M | Buy |
73,454
+5,412
| +8% | +$382K | 0.74% | 53 |
|
|
2021
Q3 | $4.42M | Buy |
68,042
+1,061
| +2% | +$69K | 0.66% | 56 |
|
|
2021
Q2 | $5.49M | Buy |
66,981
+328
| +0.5% | +$26.9K | 0.87% | 49 |
|
|
2021
Q1 | $5.4M | Buy |
66,653
+15,039
| +29% | +$1.22M | 0.87% | 49 |
|
|
2020
Q4 | $3.96M | Buy |
51,614
+10,439
| +25% | +$801K | 0.75% | 55 |
|
|
2020
Q3 | $3.28M | Buy |
+41,175
| New | +$3.28M | 0.72% | 54 |
|