CWP
CFM Wealth Partners’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
4,518
| – | – | 0.27% | 61 |
|
|
2025
Q1 | $1.15M | Buy |
4,518
+33
| +0.7% | +$8.39K | 0.2% | 74 |
|
|
2024
Q4 | $1.42M | Sell |
4,485
-327
| -7% | -$103K | 0.24% | 66 |
|
|
2024
Q3 | $1.43M | Sell |
4,812
-561
| -10% | -$167K | 0.25% | 66 |
|
|
2024
Q2 | $1.37M | Hold |
5,373
| – | – | 0.25% | 71 |
|
|
2024
Q1 | $1.4M | Sell |
5,373
-439
| -8% | -$114K | 0.28% | 67 |
|
|
2023
Q4 | $1.25M | Sell |
5,812
-1,940
| -25% | -$419K | 0.28% | 71 |
|
|
2023
Q3 | $1.45M | Sell |
7,752
-376
| -5% | -$70.3K | 0.38% | 58 |
|
|
2023
Q2 | $1.6M | Hold |
8,128
| – | – | 0.39% | 62 |
|
|
2023
Q1 | $1.35M | Hold |
8,128
| – | – | 0.37% | 64 |
|
|
2022
Q4 | $1.16M | Hold |
8,128
| – | – | 0.35% | 71 |
|
|
2022
Q3 | $1.04M | Sell |
8,128
-315
| -4% | -$40.1K | 0.33% | 72 |
|
|
2022
Q2 | $1.06M | Sell |
8,443
-630
| -7% | -$78.9K | 0.32% | 70 |
|
|
2022
Q1 | $1.19M | Hold |
9,073
| – | – | 0.29% | 74 |
|
|
2021
Q4 | $1.02M | Hold |
9,073
| – | – | 0.23% | 84 |
|
|
2021
Q3 | $1.03M | Hold |
9,073
| – | – | 0.26% | 77 |
|
|
2021
Q2 | $822K | Hold |
9,073
| – | – | 0.22% | 82 |
|
|
2021
Q1 | $798K | Sell |
9,073
-1,561
| -15% | -$137K | 0.24% | 83 |
|
|
2020
Q4 | $766K | Hold |
10,634
| – | – | 0.24% | 77 |
|
|
2020
Q3 | $562K | Hold |
10,634
| – | – | 0.21% | 80 |
|
|
2020
Q2 | $417K | Sell |
10,634
-850
| -7% | -$33.3K | 0.16% | 91 |
|
|
2020
Q1 | $364K | Sell |
11,484
-4,550
| -28% | -$144K | 0.17% | 93 |
|
|
2019
Q4 | $656K | Buy |
+16,034
| New | +$656K | 0.24% | 75 |
|