Waverly 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
Q2 | $371K | Buy |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $280K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $21K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $109K | Hold |
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|
2014
Q2 | $116K | Sell |
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|
2014
Q1 | $112K | Hold |
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|
2013
Q4 | $108K | Buy |
|