ViaWealth’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 | $798K | Sell |
8,923
-1,515
| -15% | -$136K | 0.47% | 64 |
|
|
2025
Q1 | $994K | Hold |
10,438
| – | – | 0.61% | 46 |
|
|
2024
Q4 | $885K | Sell |
10,438
-873
| -8% | -$74K | 0.53% | 54 |
|
|
2024
Q3 | $1M | Hold |
11,311
| – | – | 0.58% | 53 |
|
|
2024
Q2 | $864K | Hold |
11,311
| – | – | 0.54% | 59 |
|
|
2024
Q1 | $845K | Hold |
11,311
| – | – | 0.53% | 61 |
|
|
2023
Q4 | $813K | Buy |
11,311
+6,620
| +141% | +$476K | 0.56% | 59 |
|
|
2023
Q3 | $346K | Sell |
4,691
-750
| -14% | -$55.3K | 0.25% | 126 |
|
|
2023
Q2 | $443K | Hold |
5,441
| – | – | 0.33% | 102 |
|
|
2023
Q1 | $431K | Hold |
5,441
| – | – | 0.34% | 103 |
|
|
2022
Q4 | $411K | Buy |
+5,441
| New | +$411K | 0.34% | 108 |
|