Wealthcare Advisory Partners’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 | $1.33M | Buy |
14,861
+1,955
| +15% | +$175K | 0.03% | 420 |
|
|
2025
Q1 | $1.23M | Buy |
12,906
+2,002
| +18% | +$191K | 0.03% | 398 |
|
|
2024
Q4 | $924K | Buy |
+10,904
| New | +$924K | 0.03% | 438 |
|
|
2018
Q3 | – | Sell |
-499
| Closed | -$40K | – | 1285 |
|
|
2018
Q2 | $40K | Hold |
499
| – | – | 0.01% | 509 |
|
|
2018
Q1 | $40K | Hold |
499
| – | – | 0.01% | 441 |
|
|
2017
Q4 | $43K | Hold |
499
| – | – | 0.01% | 399 |
|
|
2017
Q3 | $42K | Buy |
+499
| New | +$42K | 0.01% | 326 |
|