Geneos 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 | $1.84M | Sell |
4,867
-8,693
| -64% | -$3.29M | 0.05% | 387 |
|
|
2025
Q1 | $3.45M | Buy |
13,560
+9,393
| +225% | +$2.39M | 0.05% | 356 |
|
|
2024
Q4 | $1.32M | Buy |
4,167
+29
| +0.7% | +$9.17K | 0.05% | 357 |
|
|
2024
Q3 | $1.23M | Buy |
4,138
+4,093
| +9,096% | +$1.22M | 0.05% | 363 |
|
|
2024
Q2 | $11.4K | Buy |
45
+25
| +125% | +$6.35K | ﹤0.01% | 1513 |
|
|
2024
Q1 | $5.2K | Buy |
20
+10
| +100% | +$2.6K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $2.16K | Sell |
10
-173
| -95% | -$37.3K | ﹤0.01% | 1906 |
|
|
2023
Q3 | $34.2K | Buy |
183
+173
| +1,730% | +$32.4K | ﹤0.01% | 1190 |
|
|
2023
Q2 | $1.97K | Hold |
10
| – | – | ﹤0.01% | 1928 |
|
|
2023
Q1 | $1.67K | Buy |
+10
| New | +$1.67K | ﹤0.01% | 1937 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$2K | – | 2076 |
|
|
2022
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1858 |
|
|
2022
Q2 | – | Sell |
-63
| Closed | -$8K | – | 2745 |
|
|
2022
Q1 | $8K | Buy |
63
+13
| +26% | +$1.65K | ﹤0.01% | 2181 |
|
|
2021
Q4 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 2415 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$1K | – | 3054 |
|
|
2021
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 3049 |
|
|
2020
Q4 | – | Sell |
-1,409
| Closed | -$72K | – | 2977 |
|
|
2020
Q3 | $72K | Hold |
1,409
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $54K | Sell |
1,409
-389
| -22% | -$14.9K | ﹤0.01% | 1182 |
|
|
2020
Q1 | $53K | Buy |
1,798
+490
| +37% | +$14.4K | ﹤0.01% | 1090 |
|
|
2019
Q4 | $53K | Hold |
1,308
| – | – | ﹤0.01% | 1221 |
|
|
2019
Q3 | $49K | Hold |
1,308
| – | – | ﹤0.01% | 1195 |
|
|
2019
Q2 | $49K | Hold |
1,308
| – | – | ﹤0.01% | 1200 |
|
|
2019
Q1 | $49K | Buy |
1,308
+30
| +2% | +$1.12K | ﹤0.01% | 1154 |
|
|
2018
Q4 | $38K | Buy |
1,278
+399
| +45% | +$11.9K | ﹤0.01% | 1228 |
|
|
2018
Q3 | $29K | Hold |
879
| – | – | ﹤0.01% | 1426 |
|
|
2018
Q2 | $29K | Buy |
879
+700
| +391% | +$23.1K | ﹤0.01% | 1301 |
|
|
2018
Q1 | $6K | Sell |
179
-300
| -63% | -$10.1K | ﹤0.01% | 1820 |
|
|
2017
Q4 | $18K | Hold |
479
| – | – | ﹤0.01% | 1431 |
|
|
2017
Q3 | $17K | Hold |
479
| – | – | ﹤0.01% | 1388 |
|
|
2017
Q2 | $15K | Hold |
479
| – | – | ﹤0.01% | 1386 |
|
|
2017
Q1 | $17K | Hold |
479
| – | – | ﹤0.01% | 1304 |
|
|
2016
Q4 | $16K | Hold |
479
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q3 | $13K | Hold |
479
| – | – | ﹤0.01% | 1283 |
|
|
2016
Q2 | $11K | Hold |
479
| – | – | ﹤0.01% | 1297 |
|
|
2016
Q1 | $10K | Buy |
+479
| New | +$10K | ﹤0.01% | 1310 |
|