Institute for Wealth Management’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $927K | Sell |
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|
2025
Q2 | $864K | Buy |
|
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|
2025
Q1 | $550K | Hold |
|
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|
2024
Q4 | $684K | Hold |
|
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|
2024
Q3 | $645K | Sell |
|
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|
2024
Q2 | $568K | Sell |
|
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|
2024
Q1 | $600K | Sell |
|
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|
2023
Q4 | $503K | Buy |
|
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|
2023
Q3 | $398K | Sell |
|
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|
2023
Q2 | $436K | Hold |
|
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|
2023
Q1 | $370K | Sell |
|
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|
2022
Q4 | $324K | Hold |
|
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|
2022
Q3 | $290K | Hold |
|
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|
2022
Q2 | $285K | Sell |
|
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|
2022
Q1 | $305K | Hold |
|
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|
2021
Q4 | $266K | Hold |
|
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|
2021
Q3 | $264K | Sell |
|
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|
2021
Q2 | $219K | Hold |
|
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|
2021
Q1 | $213K | Buy |
|