Mark Sheptoff Financial Planning’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 | $746K | Hold |
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|
2025
Q2 | $681K | Buy |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $377K | Hold |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $270K | Sell |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $149K | Buy |
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|
2021
Q1 | $48K | Sell |
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|
2020
Q4 | $198K | Buy |
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