Carson Wealth (CWM LLC)’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
5,709
-61
| -1% | -$23.1K | 0.01% | 919 |
|
|
2025
Q1 | $1.47M | Sell |
5,770
-1,088
| -16% | -$277K | 0.01% | 948 |
|
|
2024
Q4 | $2.17M | Buy |
6,858
+1,503
| +28% | +$475K | 0.01% | 756 |
|
|
2024
Q3 | $1.6M | Sell |
5,355
-33
| -0.6% | -$9.84K | 0.01% | 797 |
|
|
2024
Q2 | $1.37M | Buy |
5,388
+469
| +10% | +$119K | 0.01% | 757 |
|
|
2024
Q1 | $1.28M | Buy |
4,919
+76
| +2% | +$19.7K | 0.01% | 762 |
|
|
2023
Q4 | $1.05M | Buy |
4,843
+690
| +17% | +$149K | 0.01% | 789 |
|
|
2023
Q3 | $777K | Buy |
4,153
+70
| +2% | +$13.1K | ﹤0.01% | 835 |
|
|
2023
Q2 | $802K | Buy |
4,083
+175
| +4% | +$34.4K | 0.01% | 786 |
|
|
2023
Q1 | $651K | Buy |
3,908
+159
| +4% | +$26.5K | ﹤0.01% | 802 |
|
|
2022
Q4 | $534K | Buy |
3,749
+2,250
| +150% | +$320K | ﹤0.01% | 784 |
|
|
2022
Q3 | $191K | Buy |
1,499
+299
| +25% | +$38.1K | ﹤0.01% | 1073 |
|
|
2022
Q2 | $150K | Sell |
1,200
-1,933
| -62% | -$242K | ﹤0.01% | 1155 |
|
|
2022
Q1 | $412K | Buy |
3,133
+1,498
| +92% | +$197K | ﹤0.01% | 778 |
|
|
2021
Q4 | $187K | Buy |
+1,635
| New | +$187K | ﹤0.01% | 1054 |
|
|
2021
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q1 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q4 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q3 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2020
Q1 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q4 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q3 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q2 | $23K | Hold |
249
| – | – | ﹤0.01% | 1729 |
|
|
2019
Q1 | $23K | Sell |
249
-251
| -50% | -$23.2K | ﹤0.01% | 1729 |
|
|
2018
Q4 | $15K | Buy |
500
+472
| +1,686% | +$14.2K | ﹤0.01% | 1217 |
|
|
2018
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1723 |
|
|
2018
Q1 | – | Sell |
-126
| Closed | -$5K | – | 1515 |
|
|
2017
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 1099 |
|
|
2017
Q3 | $5K | Buy |
+126
| New | +$5K | ﹤0.01% | 1089 |
|