J.P. Morgan Private Wealth Advisors’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.9M | Sell |
58,233
-6,206
| -10% | -$1.16M | 0.03% | 364 |
|
|
2023
Q2 | $12.7M | Sell |
64,439
-39,203
| -38% | -$7.7M | 0.07% | 205 |
|
|
2023
Q1 | $17.3M | Sell |
103,642
-3,862
| -4% | -$644K | 0.04% | 332 |
|
|
2022
Q4 | $15.3M | Sell |
107,504
-1,279
| -1% | -$182K | 0.03% | 344 |
|
|
2022
Q3 | $13.9M | Buy |
108,783
+42,613
| +64% | +$5.43M | 0.04% | 337 |
|
|
2022
Q2 | $8.29M | Buy |
66,170
+6,577
| +11% | +$824K | 0.02% | 448 |
|
|
2022
Q1 | $7.84M | Sell |
59,593
-3,872
| -6% | -$510K | 0.02% | 507 |
|
|
2021
Q4 | $7.28M | Buy |
63,465
+4,821
| +8% | +$553K | 0.02% | 514 |
|
|
2021
Q3 | $6.68M | Buy |
58,644
+7,054
| +14% | +$803K | 0.02% | 523 |
|
|
2021
Q2 | $4.67M | Buy |
51,590
+9,007
| +21% | +$816K | 0.01% | 614 |
|
|
2021
Q1 | $3.75M | Sell |
42,583
-25,037
| -37% | -$2.2M | 0.01% | 578 |
|
|
2020
Q4 | $4.87M | Buy |
67,620
+35,215
| +109% | +$2.54M | 0.02% | 489 |
|
|
2020
Q3 | $1.71M | Sell |
32,405
-6,576
| -17% | -$348K | 0.01% | 696 |
|
|
2020
Q2 | $1.53M | Sell |
38,981
-19,069
| -33% | -$748K | 0.01% | 659 |
|
|
2020
Q1 | $1.84M | Sell |
58,050
-46,052
| -44% | -$1.46M | 0.01% | 554 |
|
|
2019
Q4 | $4.24M | Sell |
104,102
-1,176
| -1% | -$47.9K | 0.02% | 457 |
|
|
2019
Q3 | $3.98M | Sell |
105,278
-2,752
| -3% | -$104K | 0.02% | 453 |
|
|
2019
Q2 | $4.13M | Buy |
108,030
+3,180
| +3% | +$121K | 0.02% | 430 |
|
|
2019
Q1 | $3.96M | Buy |
+104,850
| New | +$3.96M | 0.02% | 454 |
|
|
2017
Q2 | – | Sell |
-8,398
| Closed | -$312K | – | 1334 |
|
|
2017
Q1 | $312K | Buy |
8,398
+58
| +0.7% | +$2.16K | ﹤0.01% | 1049 |
|
|
2016
Q4 | $291K | Sell |
8,340
-1,389
| -14% | -$48.5K | ﹤0.01% | 1007 |
|
|
2016
Q3 | $272K | Sell |
9,729
-655
| -6% | -$18.3K | ﹤0.01% | 1032 |
|
|
2016
Q2 | $240K | Sell |
10,384
-100,337
| -91% | -$2.32M | ﹤0.01% | 1073 |
|
|
2016
Q1 | $2.5M | Sell |
110,721
-57,348
| -34% | -$1.29M | 0.02% | 360 |
|
|
2015
Q4 | $3.4M | Buy |
+168,069
| New | +$3.4M | 0.03% | 279 |
|
|
2015
Q3 | – | Sell |
-192,681
| Closed | -$5.55M | – | 1118 |
|
|
2015
Q2 | $5.55M | Buy |
192,681
+21,271
| +12% | +$613K | 0.06% | 235 |
|
|
2015
Q1 | $4.89M | Buy |
171,410
+55,386
| +48% | +$1.58M | 0.06% | 246 |
|
|
2014
Q4 | $3.29M | Sell |
116,024
-94,257
| -45% | -$2.68M | 0.04% | 296 |
|
|
2014
Q3 | $7.63M | Buy |
+210,281
| New | +$7.63M | 0.1% | 205 |
|
|
2014
Q2 | – | Sell |
-74,074
| Closed | -$2.73M | – | 905 |
|
|
2014
Q1 | $2.73M | Buy |
74,074
+49,911
| +207% | +$1.84M | 0.05% | 249 |
|
|
2013
Q4 | $763K | Buy |
+24,163
| New | +$763K | 0.02% | 391 |
|