GeoWealth 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 | $51.8K | Sell |
137
-47
| -26% | -$17.8K | ﹤0.01% | 933 |
|
|
2025
Q1 | $46.8K | Sell |
184
-598
| -76% | -$152K | ﹤0.01% | 899 |
|
|
2024
Q4 | $247K | Sell |
782
-884
| -53% | -$279K | 0.01% | 681 |
|
|
2024
Q3 | $497K | Buy |
1,666
+238
| +17% | +$71K | 0.02% | 471 |
|
|
2024
Q2 | $363K | Buy |
+1,428
| New | +$363K | 0.02% | 524 |
|
|
2022
Q2 | – | Sell |
-2,525
| Closed | -$332K | – | 381 |
|
|
2022
Q1 | $332K | Buy |
+2,525
| New | +$332K | 0.03% | 253 |
|