Forum Financial 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 | $1.09M | Sell |
2,885
-318
| -10% | -$120K | 0.02% | 202 |
|
|
2025
Q1 | $814K | Sell |
3,203
-636
| -17% | -$162K | 0.01% | 239 |
|
|
2024
Q4 | $1.21M | Buy |
3,839
+307
| +9% | +$97K | 0.02% | 178 |
|
|
2024
Q3 | $1.05M | Buy |
3,532
+20
| +0.6% | +$5.96K | 0.02% | 182 |
|
|
2024
Q2 | $892K | Buy |
3,512
+229
| +7% | +$58.2K | 0.02% | 192 |
|
|
2024
Q1 | $853K | Sell |
3,283
-16
| -0.5% | -$4.16K | 0.01% | 211 |
|
|
2023
Q4 | $712K | Hold |
3,299
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $617K | Hold |
3,299
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $648K | Buy |
3,299
+16
| +0.5% | +$3.14K | 0.01% | 235 |
|
|
2023
Q1 | $547K | Buy |
3,283
+25
| +0.8% | +$4.17K | 0.02% | 243 |
|
|
2022
Q4 | $464K | Hold |
3,258
| – | – | 0.02% | 269 |
|
|
2022
Q3 | $415K | Hold |
3,258
| – | – | 0.02% | 264 |
|
|
2022
Q2 | $408K | Buy |
+3,258
| New | +$408K | 0.02% | 272 |
|
|
2022
Q1 | – | Sell |
-3,258
| Closed | -$374K | – | 663 |
|
|
2021
Q4 | $374K | Buy |
+3,258
| New | +$374K | 0.02% | 329 |
|