LWM
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Lyell Wealth Management’s Quanta Services PWR Stock Holding History

Lyell Wealth Management’s Portfolio PWR Stock Details PWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.4M Buy
35,571
+5,490
+18% +$2.08M 1.06% 32
2025
Q1 		$7.65M Buy
30,081
+20,563
+216% +$5.23M 0.71% 53
2024
Q4 		$3.01M Buy
+9,518
New +$3.01M 0.27% 87