Whittier Trust’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
Q3 | $40K | Hold |
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|
2025
Q2 | $39.7K | Hold |
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|
2025
Q1 | $42.3K | Hold |
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|
2024
Q4 | $37.6K | Hold |
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|
2024
Q3 | $39.3K | Hold |
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|
2024
Q2 | $33.9K | Sell |
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|
2024
Q1 | $145K | Sell |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $143K | Hold |
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|
2023
Q2 | $158K | Sell |
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|
2023
Q1 | $163K | Hold |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $152K | Hold |
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|
2022
Q1 | $162K | Hold |
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|
2021
Q4 | $147K | Sell |
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|
2021
Q3 | $184K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $203K | Hold |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $193K | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $240K | Buy |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $198K | Buy |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $152K | Hold |
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|
2017
Q2 | $153K | Hold |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $140K | Hold |
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|
2016
Q3 | $137K | Sell |
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|
2016
Q2 | $328K | Hold |
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|
2016
Q1 | $304K | Hold |
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|
2015
Q4 | $261K | Sell |
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|
2015
Q3 | $292K | Hold |
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|
2015
Q2 | $259K | Buy |
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|
2015
Q1 | $271K | Buy |
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|
2014
Q4 | $102K | Buy |
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