Whipplewood 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
$2.6K Sell
29
-61
-68% -$5.46K ﹤0.01% 829
2025
Q1
$1.81K Buy
90
+71
+374% +$1.43K ﹤0.01% 908
2024
Q4
$1.61K Buy
+19
New +$1.61K ﹤0.01% 919