Wealthspire Advisors (New York)’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 | $257K | Buy |
2,878
+479
| +20% | +$42.9K | ﹤0.01% | 711 |
|
|
2025
Q1 | $229K | Buy |
2,399
+7
| +0.3% | +$667 | ﹤0.01% | 707 |
|
|
2024
Q4 | $203K | Buy |
2,392
+14
| +0.6% | +$1.19K | ﹤0.01% | 748 |
|
|
2024
Q3 | $211K | Sell |
2,378
-341
| -13% | -$30.2K | ﹤0.01% | 698 |
|
|
2024
Q2 | $208K | Sell |
2,719
-125
| -4% | -$9.55K | ﹤0.01% | 614 |
|
|
2024
Q1 | $213K | Sell |
2,844
-4
| -0.1% | -$299 | ﹤0.01% | 588 |
|
|
2023
Q4 | $205K | Buy |
2,848
+4
| +0.1% | +$287 | ﹤0.01% | 614 |
|
|
2023
Q3 | $210K | Buy |
+2,844
| New | +$210K | ﹤0.01% | 555 |
|
|
2021
Q2 | – | Sell |
-10,342
| Closed | -$841K | – | 587 |
|
|
2021
Q1 | $841K | Buy |
10,342
+1,684
| +19% | +$137K | 0.02% | 289 |
|
|
2020
Q4 | $692K | Buy |
+8,658
| New | +$692K | 0.02% | 256 |
|
|
2019
Q1 | – | Sell |
-162
| Closed | -$14K | – | 607 |
|
|
2018
Q4 | $14K | Buy |
+162
| New | +$14K | ﹤0.01% | 421 |
|