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Legacy Wealth Management (Idaho)’s Quanta Services PWR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$211K Hold
385
– – 0.11% 118
2025
Q4 		$162K Buy
385
+286
+289% +$126K 0.08% 111
2025
Q3 		$41K Hold
99
– – 0.02% 194
2025
Q2 		$37.4K Buy
99
+4
+4% +$1.28K 0.02% 180
2025
Q1 		$24.1K Hold
95
– – 0.02% 219
2024
Q4 		$29.7K Hold
95
– – 0.02% 169
2024
Q3 		$31.1K Buy
+95
New +$25.1K 0.02% 158

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VPM
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State Street
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JP Morgan Chase
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PP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return