EP Wealth Advisors’s Quanta Services PWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.12M | Buy |
13,533
+4,447
| +49% | +$1.68M | 0.03% | 259 |
|
2025
Q1 | $2.31M | Buy |
9,086
+1,731
| +24% | +$440K | 0.02% | 344 |
|
2024
Q4 | $2.32M | Sell |
7,355
-54
| -0.7% | -$17.1K | 0.02% | 333 |
|
2024
Q3 | $2.21M | Buy |
7,409
+415
| +6% | +$124K | 0.02% | 340 |
|
2024
Q2 | $1.78M | Buy |
6,994
+39
| +0.6% | +$9.91K | 0.02% | 299 |
|
2024
Q1 | $1.81M | Buy |
6,955
+6
| +0.1% | +$1.56K | 0.02% | 284 |
|
2023
Q4 | $1.5M | Buy |
6,949
+34
| +0.5% | +$7.34K | 0.02% | 300 |
|
2023
Q3 | $1.29M | Buy |
6,915
+1,161
| +20% | +$217K | 0.02% | 292 |
|
2023
Q2 | $1.56M | Buy |
5,754
+3,932
| +216% | +$1.06M | 0.02% | 280 |
|
2023
Q1 | $205K | Sell |
1,822
-7,068
| -80% | -$793K | ﹤0.01% | 572 |
|
2022
Q4 | $1.27M | Buy |
+8,890
| New | +$1.27M | 0.02% | 253 |
|