Clearstead Advisors’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
12,375
+1,570
| +15% | +$594K | 0.07% | 202 |
|
|
2025
Q1 | $2.75M | Sell |
10,805
-321
| -3% | -$81.6K | 0.04% | 254 |
|
|
2024
Q4 | $3.52M | Sell |
11,126
-686
| -6% | -$217K | 0.05% | 215 |
|
|
2024
Q3 | $3.52M | Buy |
11,812
+172
| +1% | +$51.3K | 0.05% | 223 |
|
|
2024
Q2 | $2.96M | Sell |
11,640
-77
| -0.7% | -$19.6K | 0.05% | 229 |
|
|
2024
Q1 | $3.11M | Sell |
11,717
-1
| -0% | -$265 | 0.15% | 112 |
|
|
2023
Q4 | $2.53M | Sell |
11,718
-11,774
| -50% | -$2.54M | 0.13% | 130 |
|
|
2023
Q3 | $4.39M | Buy |
23,492
+11,747
| +100% | +$2.2M | 0.13% | 132 |
|
|
2023
Q2 | $2.31M | Buy |
11,745
+7,745
| +194% | +$1.52M | 0.14% | 125 |
|
|
2023
Q1 | $667K | Hold |
4,000
| – | – | 0.05% | 222 |
|
|
2022
Q4 | $570K | Hold |
4,000
| – | – | 0.04% | 239 |
|
|
2022
Q3 | $510K | Hold |
4,000
| – | – | 0.05% | 221 |
|
|
2022
Q2 | $501K | Hold |
4,000
| – | – | 0.04% | 246 |
|
|
2022
Q1 | $526K | Hold |
4,000
| – | – | 0.04% | 261 |
|
|
2021
Q4 | $459K | Hold |
4,000
| – | – | 0.03% | 263 |
|
|
2021
Q3 | $455K | Buy |
4,000
+3,959
| +9,656% | +$450K | 0.03% | 254 |
|
|
2021
Q2 | $4K | Buy |
+41
| New | +$4K | ﹤0.01% | 927 |
|