KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
1,478
+122
| +9% | +$46.1K | 0.44% | 42 |
|
|
2025
Q1 | $345K | Buy |
1,356
+39
| +3% | +$9.92K | 0.3% | 53 |
|
|
2024
Q4 | $417K | Sell |
1,317
-200
| -13% | -$63.3K | 0.31% | 45 |
|
|
2024
Q3 | $452K | Sell |
1,517
-201
| -12% | -$59.9K | 0.38% | 42 |
|
|
2024
Q2 | $437K | Sell |
1,718
-59
| -3% | -$15K | 0.41% | 41 |
|
|
2024
Q1 | $462K | Sell |
1,777
-19
| -1% | -$4.94K | 0.45% | 38 |
|
|
2023
Q4 | $388K | Buy |
1,796
+1
| +0.1% | +$216 | 0.39% | 41 |
|
|
2023
Q3 | $336K | Sell |
1,795
-100
| -5% | -$18.7K | 0.35% | 46 |
|
|
2023
Q2 | $372K | Buy |
1,895
+1
| +0.1% | +$196 | 0.36% | 44 |
|
|
2023
Q1 | $316K | Buy |
1,894
+1
| +0.1% | +$167 | 0.33% | 48 |
|
|
2022
Q4 | $270K | Buy |
1,893
+1
| +0.1% | +$143 | 0.31% | 49 |
|
|
2022
Q3 | $241K | Hold |
1,892
| – | – | 0.36% | 44 |
|
|
2022
Q2 | $237K | Sell |
1,892
-189
| -9% | -$23.7K | 0.35% | 47 |
|
|
2022
Q1 | $274K | Buy |
+2,081
| New | +$274K | 0.63% | 27 |
|