Whalerock Point Partners’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 | $895K | Hold |
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|
2025
Q1 | $953K | Hold |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $1M | Hold |
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|
2024
Q2 | $865K | Hold |
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|
2024
Q1 | $846K | Hold |
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|
2023
Q4 | $814K | Hold |
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|
2023
Q3 | $835K | Hold |
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|
2023
Q2 | $923K | Buy |
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|
2023
Q1 | $897K | Hold |
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|
2022
Q4 | $861K | Hold |
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|
2022
Q3 | $730K | Hold |
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|
2022
Q2 | $828K | Hold |
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|
2022
Q1 | $884K | Hold |
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|
2021
Q4 | $799K | Hold |
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|
2021
Q3 | $819K | Hold |
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|
2021
Q2 | $928K | Hold |
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|
2021
Q1 | $921K | Hold |
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|
2020
Q4 | $905K | Buy |
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|
2020
Q3 | $844K | Sell |
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|
2020
Q2 | $829K | Sell |
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|
2020
Q1 | $1.07M | Hold |
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|
2019
Q4 | $1.28M | Hold |
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|
2019
Q3 | $1.38M | Hold |
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|
2019
Q2 | $1.33M | Hold |
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|
2019
Q1 | $1.36M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.12M | Hold |
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|
2018
Q2 | $1.14M | Hold |
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|
2018
Q1 | $1.13M | Hold |
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|
2017
Q4 | $1.21M | Hold |
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|
2017
Q3 | $1.2M | Hold |
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|
2017
Q2 | $1.21M | Hold |
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|
2017
Q1 | $1.18M | Buy |
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