Waverly Advisors’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 | $371K | Buy |
4,150
+12
| +0.3% | +$1.07K | ﹤0.01% | 897 |
|
|
2025
Q1 | $394K | Buy |
4,138
+28
| +0.7% | +$2.67K | ﹤0.01% | 839 |
|
|
2024
Q4 | $348K | Sell |
4,110
-175
| -4% | -$14.8K | 0.01% | 776 |
|
|
2024
Q3 | $380K | Sell |
4,285
-39
| -0.9% | -$3.46K | 0.01% | 632 |
|
|
2024
Q2 | $330K | Buy |
4,324
+609
| +16% | +$46.5K | 0.01% | 645 |
|
|
2024
Q1 | $278K | Buy |
3,715
+364
| +11% | +$27.2K | 0.01% | 591 |
|
|
2023
Q4 | $241K | Sell |
3,351
-450
| -12% | -$32.3K | 0.01% | 390 |
|
|
2023
Q3 | $280K | Buy |
+3,801
| New | +$280K | 0.01% | 332 |
|
|
2015
Q4 | – | Sell |
-324
| Closed | -$21K | – | 326 |
|
|
2015
Q3 | $21K | Buy |
+324
| New | +$21K | 0.01% | 264 |
|
|
2014
Q4 | – | Sell |
-2,000
| Closed | -$109K | – | 610 |
|
|
2014
Q3 | $109K | Hold |
2,000
| – | – | 0.06% | 130 |
|
|
2014
Q2 | $116K | Sell |
2,000
-49
| -2% | -$2.84K | 0.05% | 133 |
|
|
2014
Q1 | $112K | Hold |
2,049
| – | – | 0.05% | 134 |
|
|
2013
Q4 | $108K | Buy |
+2,049
| New | +$108K | 0.04% | 215 |
|