Number of Shares
81,378.00
Current Holdings Value*
$7.75 Mil
% of Portfolio
2.31%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
15.58%

Keystone Financial Planning, Inc.'s Pinnacle West Capital Corp Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 81,378.00 shares of Pinnacle West Capital Corp(PNW), totaling $7.75 Mil. This investment constitutes 2.31% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0.07% of the outstanding Pinnacle West Capital Corp(PNW) stock.

The initial trade took place in 2020Q1. And since then Keystone Financial Planning, Inc. has made 7 purchases of PNW, at an average price of $76.52, for a total of 95,894.00 shares. In addition, there have been 14 sales at an average price of $77.40 for 14,516.00 shares. Based on historical transaction data and PNW's current price of $90.42, Keystone Financial Planning, Inc.'s estimated gain on his PNW holdings is $1.14 Mil, reflecting a 15.58% gain to date.

Keystone Financial Planning, Inc. PNW ($90.42) Holding Chart

Keystone Financial Planning, Inc. PNW ($90.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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