EPG 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 | $5.53M | Buy |
14,637
+362
| +3% | +$137K | 1.66% | 12 |
|
2025
Q1 | $3.63M | Buy |
14,275
+769
| +6% | +$195K | 1.01% | 19 |
|
2024
Q4 | $4.27M | Sell |
13,506
-823
| -6% | -$260K | 1.13% | 16 |
|
2024
Q3 | $4.27M | Buy |
+14,329
| New | +$4.27M | 1.08% | 16 |
|
2024
Q2 | – | Sell |
-14,771
| Closed | -$3.84M | – | 21 |
|
2024
Q1 | $3.84M | Buy |
14,771
+605
| +4% | +$157K | 0.94% | 18 |
|
2023
Q4 | $2.93M | Buy |
14,166
+1,969
| +16% | +$407K | 0.77% | 24 |
|
2023
Q3 | $2.28M | Buy |
12,197
+2,176
| +22% | +$407K | 0.69% | 28 |
|
2023
Q2 | $1.97M | Buy |
10,021
+770
| +8% | +$151K | 0.58% | 37 |
|
2023
Q1 | $1.54M | Buy |
9,251
+3,053
| +49% | +$509K | 0.49% | 50 |
|
2022
Q4 | $883K | Buy |
6,198
+1,579
| +34% | +$225K | 0.34% | 71 |
|
2022
Q3 | $588K | Buy |
4,619
+1,600
| +53% | +$204K | 0.24% | 94 |
|
2022
Q2 | $378K | Hold |
3,019
| – | – | 0.16% | 132 |
|
2022
Q1 | $397K | Buy |
+3,019
| New | +$397K | 0.14% | 141 |
|
2020
Q2 | – | Sell |
-147
| Closed | -$5K | – | 615 |
|
2020
Q1 | $5K | Hold |
147
| – | – | ﹤0.01% | 599 |
|
2019
Q4 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 492 |
|