Congress Wealth Management’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
$1.06M Sell
2,807
-22
-0.8% -$8.32K 0.01% 688
2025
Q1
$727K Buy
2,829
+644
+29% +$165K 0.01% 712
2024
Q4
$691K Buy
2,185
+14
+0.6% +$4.43K 0.01% 577
2024
Q3
$647K Buy
2,171
+22
+1% +$6.56K 0.01% 592
2024
Q2
$546K Buy
+2,149
New +$546K 0.01% 525
2023
Q4
Sell
-73,922
Closed -$13.8M 657
2023
Q3
$13.8M Buy
73,922
+566
+0.8% +$106K 0.29% 86
2023
Q2
$14.4M Sell
73,356
-995
-1% -$195K 0.33% 73
2023
Q1
$12.4M Sell
74,351
-881
-1% -$147K 0.3% 92
2022
Q4
$10.7M Buy
75,232
+2,469
+3% +$352K 0.28% 113
2022
Q3
$9.27M Buy
72,763
+4,123
+6% +$525K 0.25% 121
2022
Q2
$8.6M Buy
+68,640
New +$8.6M 0.22% 139