Creative Planning’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
Q3 | $17M | Buy |
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|
2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $7.86M | Buy |
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|
2024
Q4 | $8.63M | Buy |
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|
2024
Q3 | $6.64M | Buy |
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|
2024
Q2 | $5.26M | Buy |
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|
2024
Q1 | $4.94M | Buy |
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|
2023
Q4 | $3.85M | Buy |
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|
2023
Q3 | $3.32M | Buy |
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|
2023
Q2 | $3.28M | Buy |
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|
2023
Q1 | $2.38M | Sell |
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|
2022
Q4 | $2.08M | Buy |
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|
2022
Q3 | $1.81M | Buy |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $1.38M | Buy |
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $298K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $249K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $0 | Sell |
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|
2017
Q1 | $32K | Buy |
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|
2016
Q4 | $25K | Sell |
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|
2016
Q3 | $29K | Sell |
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|
2016
Q2 | $54K | Buy |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $29K | Sell |
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|
2015
Q3 | $46K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Buy |
|
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $41K | Buy |
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|
2014
Q2 | $7K | Buy |
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|
2014
Q1 | $7K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $6K | Sell |
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|
2013
Q2 | $6K | Buy |
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