Creative Planning’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 | $15.1M | Buy |
39,931
+9,026
| +29% | +$3.41M | 0.01% | 402 |
|
|
2025
Q1 | $7.86M | Buy |
30,905
+3,595
| +13% | +$914K | 0.01% | 562 |
|
|
2024
Q4 | $8.63M | Buy |
27,310
+5,048
| +23% | +$1.6M | 0.01% | 499 |
|
|
2024
Q3 | $6.64M | Buy |
22,262
+1,562
| +8% | +$466K | 0.01% | 554 |
|
|
2024
Q2 | $5.26M | Buy |
20,700
+1,694
| +9% | +$430K | 0.01% | 599 |
|
|
2024
Q1 | $4.94M | Buy |
19,006
+1,167
| +7% | +$303K | 0.01% | 605 |
|
|
2023
Q4 | $3.85M | Buy |
17,839
+81
| +0.5% | +$17.5K | 0.01% | 647 |
|
|
2023
Q3 | $3.32M | Buy |
17,758
+1,067
| +6% | +$200K | ﹤0.01% | 658 |
|
|
2023
Q2 | $3.28M | Buy |
16,691
+2,400
| +17% | +$471K | ﹤0.01% | 646 |
|
|
2023
Q1 | $2.38M | Sell |
14,291
-314
| -2% | -$52.3K | ﹤0.01% | 717 |
|
|
2022
Q4 | $2.08M | Buy |
14,605
+368
| +3% | +$52.4K | ﹤0.01% | 730 |
|
|
2022
Q3 | $1.81M | Buy |
14,237
+651
| +5% | +$82.9K | ﹤0.01% | 729 |
|
|
2022
Q2 | $1.7M | Buy |
13,586
+2,079
| +18% | +$261K | ﹤0.01% | 770 |
|
|
2022
Q1 | $1.51M | Sell |
11,507
-351
| -3% | -$46.2K | ﹤0.01% | 812 |
|
|
2021
Q4 | $1.36M | Sell |
11,858
-244
| -2% | -$28K | ﹤0.01% | 821 |
|
|
2021
Q3 | $1.38M | Buy |
12,102
+3,143
| +35% | +$358K | ﹤0.01% | 806 |
|
|
2021
Q2 | $811K | Buy |
8,959
+2,650
| +42% | +$240K | ﹤0.01% | 1024 |
|
|
2021
Q1 | $555K | Buy |
6,309
+2,170
| +52% | +$191K | ﹤0.01% | 1345 |
|
|
2020
Q4 | $298K | Buy |
+4,139
| New | +$298K | ﹤0.01% | 1611 |
|
|
2019
Q2 | – | Sell |
-6,601
| Closed | -$249K | – | 1944 |
|
|
2019
Q1 | $249K | Buy |
+6,601
| New | +$249K | ﹤0.01% | 1436 |
|
|
2017
Q3 | – | Sell |
-12
| Closed | – | – | 3184 |
|
|
2017
Q2 | $0 | Sell |
12
-848
| -99% | – | ﹤0.01% | 4618 |
|
|
2017
Q1 | $32K | Buy |
860
+147
| +21% | +$5.47K | ﹤0.01% | 2769 |
|
|
2016
Q4 | $25K | Sell |
713
-311
| -30% | -$10.9K | ﹤0.01% | 2894 |
|
|
2016
Q3 | $29K | Sell |
1,024
-1,304
| -56% | -$36.9K | ﹤0.01% | 2743 |
|
|
2016
Q2 | $54K | Buy |
2,328
+1,460
| +168% | +$33.9K | ﹤0.01% | 2080 |
|
|
2016
Q1 | $20K | Sell |
868
-566
| -39% | -$13K | ﹤0.01% | 2741 |
|
|
2015
Q4 | $29K | Sell |
1,434
-478
| -25% | -$9.67K | ﹤0.01% | 2546 |
|
|
2015
Q3 | $46K | Buy |
+1,912
| New | +$46K | ﹤0.01% | 2093 |
|
|
2015
Q2 | – | Sell |
-263
| Closed | -$8K | – | 2420 |
|
|
2015
Q1 | $8K | Buy |
263
+10
| +4% | +$304 | ﹤0.01% | 3271 |
|
|
2014
Q4 | $7K | Sell |
253
-872
| -78% | -$24.1K | ﹤0.01% | 3266 |
|
|
2014
Q3 | $41K | Buy |
1,125
+920
| +449% | +$33.5K | ﹤0.01% | 2041 |
|
|
2014
Q2 | $7K | Buy |
205
+5
| +3% | +$171 | ﹤0.01% | 2980 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2881 |
|
|
2013
Q4 | – | Sell |
-200
| Closed | -$6K | – | 3441 |
|
|
2013
Q3 | $6K | Sell |
200
-30
| -13% | -$900 | ﹤0.01% | 2671 |
|
|
2013
Q2 | $6K | Buy |
+230
| New | +$6K | ﹤0.01% | 2484 |
|