Congress Wealth Management’s Quanta Services PWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Sell	2,807 -22	-0.8%	-$7.06K	0.01%	688
2025 Q1	$727K	Buy	2,829 +644	+29%	+$186K	0.01%	712
2024 Q4	$691K	Buy	2,185 +14	+0.6%	+$4.5K	0.01%	577
2024 Q3	$647K	Buy	2,171 +22	+1%	+$5.82K	0.01%	592
2024 Q2	$546K	Buy	+2,149	New	+$569K	0.01%	525
2023 Q4	–	Sell	-73,922	Closed	-$13.8M	–	657
2023 Q3	$13.8M	Buy	73,922 +566	+0.8%	+$114K	0.29%	86
2023 Q2	$14.4M	Sell	73,356 -995	-1%	-$174K	0.33%	73
2023 Q1	$12.4M	Sell	74,351 -881	-1%	-$135K	0.3%	92
2022 Q4	$10.7M	Buy	75,232 +2,469	+3%	+$351K	0.28%	113
2022 Q3	$9.27M	Buy	72,763 +4,123	+6%	+$564K	0.25%	121
2022 Q2	$8.6M	Buy	+68,640	New	+$8.42M	0.22%	139