Applied Finance Capital Management’s Quanta Services PWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.1M	Sell	40,190 -3,961	-9%	-$2.04M	1.66%	21
2025 Q4	$18.6M	Sell	44,151 -5,453	-11%	-$2.4M	1.33%	31
2025 Q3	$20.6M	Sell	49,604 -20,747	-29%	-$8.06M	1.46%	28
2025 Q2	$26.6M	Buy	70,351 +11,805	+20%	+$3.79M	1.82%	18
2025 Q1	$14.9M	Sell	58,546 -83,857	-59%	-$24.2M	1.09%	38
2024 Q4	$45M	Sell	142,403 -2,406	-2%	-$774K	1.96%	22
2024 Q3	$43.2M	Sell	144,809 -376	-0.3%	-$99.4K	1.84%	22
2024 Q2	$36.9M	Buy	145,185 +37,227	+34%	+$9.86M	1.71%	23
2024 Q1	$28M	Buy	107,958 +12,994	+14%	+$2.87M	1.97%	26
2023 Q4	$20.5M	Buy	94,964 +9,611	+11%	+$1.78M	1.78%	27
2023 Q3	$16M	Sell	85,353 -1,787	-2%	-$358K	1.74%	31
2023 Q2	$17.1M	Buy	87,140 +3,901	+5%	+$681K	1.94%	22
2023 Q1	$13.9M	Buy	83,239 +780	+0.9%	+$120K	1.73%	30
2022 Q4	$11.8M	Buy	+82,459	New	+$11.7M	1.53%	43