WGAM
Wilkinson Global Asset Management’s Pinnacle West Capital PNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Hold |
9,000
| – | – | 0.05% | 42 |
|
|
2025
Q1 | $857K | Hold |
9,000
| – | – | 0.05% | 45 |
|
|
2024
Q4 | $763K | Hold |
9,000
| – | – | 0.05% | 48 |
|
|
2024
Q3 | $797K | Hold |
9,000
| – | – | 0.05% | 47 |
|
|
2024
Q2 | $687K | Hold |
9,000
| – | – | 0.04% | 47 |
|
|
2024
Q1 | $673K | Hold |
9,000
| – | – | 0.04% | 48 |
|
|
2023
Q4 | $647K | Hold |
9,000
| – | – | 0.04% | 50 |
|
|
2023
Q3 | $663K | Hold |
9,000
| – | – | 0.05% | 50 |
|
|
2023
Q2 | $733K | Hold |
9,000
| – | – | 0.06% | 49 |
|
|
2023
Q1 | $713K | Hold |
9,000
| – | – | 0.06% | 49 |
|
|
2022
Q4 | $684K | Hold |
9,000
| – | – | 0.06% | 51 |
|
|
2022
Q3 | $581K | Hold |
9,000
| – | – | 0.05% | 54 |
|
|
2022
Q2 | $658K | Hold |
9,000
| – | – | 0.06% | 53 |
|
|
2022
Q1 | $703K | Hold |
9,000
| – | – | 0.05% | 55 |
|
|
2021
Q4 | $635K | Hold |
9,000
| – | – | 0.04% | 60 |
|
|
2021
Q3 | $651K | Hold |
9,000
| – | – | 0.04% | 61 |
|
|
2021
Q2 | $738K | Hold |
9,000
| – | – | 0.04% | 61 |
|
|
2021
Q1 | $732K | Buy |
+9,000
| New | +$732K | 0.05% | 60 |
|