Wealthspire Advisors (New York)’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 | $257K | Buy |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $208K | Sell |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $841K | Buy |
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|
2020
Q4 | $692K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $14K | Buy |
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