Optimum Investment Advisors’s Quanta Services PWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
3,536
+100
| +3% | +$37.8K | 0.58% | 35 |
|
|
2025
Q1 | $873K | Sell |
3,436
-400
| -10% | -$102K | 0.41% | 55 |
|
|
2024
Q4 | $1.21M | Hold |
3,836
| – | – | 0.54% | 37 |
|
|
2024
Q3 | $1.14M | Hold |
3,836
| – | – | 0.49% | 37 |
|
|
2024
Q2 | $975K | Hold |
3,836
| – | – | 0.44% | 49 |
|
|
2024
Q1 | $997K | Sell |
3,836
-50
| -1% | -$13K | 0.46% | 51 |
|
|
2023
Q4 | $839K | Sell |
3,886
-25
| -0.6% | -$5.4K | 0.42% | 59 |
|
|
2023
Q3 | $732K | Buy |
3,911
+324
| +9% | +$60.6K | 0.37% | 62 |
|
|
2023
Q2 | $705K | Buy |
3,587
+1,187
| +49% | +$233K | 0.35% | 67 |
|
|
2023
Q1 | $400K | Buy |
2,400
+375
| +19% | +$62.5K | 0.21% | 116 |
|
|
2022
Q4 | $289K | Hold |
2,025
| – | – | 0.16% | 148 |
|
|
2022
Q3 | $258K | Buy |
2,025
+1,225
| +153% | +$156K | 0.14% | 158 |
|
|
2022
Q2 | $100K | Hold |
800
| – | – | 0.05% | 283 |
|
|
2022
Q1 | $105K | Buy |
800
+600
| +300% | +$78.8K | 0.04% | 312 |
|
|
2021
Q4 | $23K | Sell |
200
-202
| -50% | -$23.2K | 0.01% | 582 |
|
|
2021
Q3 | $46K | Hold |
402
| – | – | 0.02% | 466 |
|
|
2021
Q2 | $36K | Hold |
402
| – | – | 0.01% | 573 |
|
|
2021
Q1 | $35K | Hold |
402
| – | – | 0.01% | 572 |
|
|
2020
Q4 | $29K | Buy |
+402
| New | +$29K | 0.01% | 564 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$4K | – | 933 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 862 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 906 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 865 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 914 |
|
|
2018
Q4 | $3K | Sell |
100
-50
| -33% | -$1.5K | ﹤0.01% | 887 |
|
|
2018
Q3 | $5K | Sell |
150
-1,250
| -89% | -$41.7K | ﹤0.01% | 918 |
|
|
2018
Q2 | $47K | Sell |
1,400
-1,550
| -53% | -$52K | 0.01% | 541 |
|
|
2018
Q1 | $101K | Buy |
+2,950
| New | +$101K | 0.03% | 405 |
|
|
2015
Q1 | – | Sell |
-2,500
| Closed | -$71K | – | 989 |
|
|
2014
Q4 | $71K | Hold |
2,500
| – | – | 0.02% | 431 |
|
|
2014
Q3 | $91K | Hold |
2,500
| – | – | 0.03% | 366 |
|
|
2014
Q2 | $86K | Hold |
2,500
| – | – | 0.03% | 370 |
|
|
2014
Q1 | $92K | Hold |
2,500
| – | – | 0.03% | 314 |
|
|
2013
Q4 | $79K | Hold |
2,500
| – | – | 0.03% | 331 |
|
|
2013
Q3 | $69K | Buy |
+2,500
| New | +$69K | 0.03% | 328 |
|