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Widmann Financial Services’s Pinnacle West Capital PNW Stock Holding History

Widmann Financial Services’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,808
Closed -$439K – 86
2022
Q3 		$439K Hold
6,808
– – 0.49% 54
2022
Q2 		$497K Hold
6,808
– – 0.51% 52
2022
Q1 		$531K Hold
6,808
– – 0.47% 52
2021
Q4 		$480K Buy
+6,808
New +$457K 0.4% 53

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Widmann Financial Services's PNW Position: Q4 2022 in Review

Widmann Financial Services sold out of Pinnacle West Capital (PNW) in Q4 2022, closing a stake of 6,808 shares — an estimated $439K sold.

Widmann Financial Services first reported a position in PNW in Q4 2021 and held it in 4 quarters. The position peaked at $531K in Q1 2022. 536 funds tracked by Wall St. Rank hold PNW as of Q4 2022.

  • Widmann Financial Services reported no remaining Pinnacle West Capital position as of Q4 2022 after selling out during the quarter.
  • Widmann Financial Services sold 6,808 Pinnacle West Capital shares in Q4 2022, an estimated $439K.
  • Widmann Financial Services first reported a position in Pinnacle West Capital in Q4 2021 and held it in 4 quarters.
  • Widmann Financial Services's Pinnacle West Capital position peaked at $531K in Q1 2022.
  • 536 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2022.

Based on Widmann Financial Services's 13F filing for Q4 2022, filed 6 Feb 2023.