Caldwell Trust’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.32M | Buy |
11,414
+656
|
|
||||
2025
Q1 | $2.73M | Buy |
10,758
+1,970
|
|
||||
2024
Q4 | $2.78M | Buy |
8,788
+1,359
|
|
||||
2024
Q3 | $2.21M | Buy |
7,429
+1,879
|
|
||||
2024
Q2 | $1.41M | Buy |
5,550
+1,749
|
|
||||
2024
Q1 | $988K | Buy |
3,801
+1,491
|
|
||||
2023
Q4 | $498K | Buy |
2,310
+821
|
|
||||
2023
Q3 | $279K | Buy |
1,489
+905
|
|
||||
2023
Q2 | $115K | Buy |
584
+155
|
|
||||
2023
Q1 | $71.5K | Buy |
429
+103
|
|
||||
2022
Q4 | $46.5K | Hold |
326
|
|
||||
2022
Q3 | $41.5K | Hold |
326
|
|
||||
2022
Q2 | $40.9K | Hold |
326
|
|
||||
2022
Q1 | $42.9K | Hold |
326
|
|
||||
2021
Q4 | $37.4K | Hold |
326
|
|
||||
2021
Q3 | $37.1K | Hold |
326
|
|
||||
2021
Q2 | $29.5K | Hold |
326
|
|
||||
2021
Q1 | $28.7K | Hold |
326
|
|
||||
2020
Q4 | $23.5K | Hold |
326
|
|
||||
2020
Q3 | $17.2K | Hold |
326
|
|
||||
2020
Q2 | $12.8K | Hold |
326
|
|
||||
2020
Q1 | $10.3K | Hold |
326
|
|
||||
2019
Q4 | $13.3K | Buy |
+326
|
|