Perigon Wealth Management’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 | $507K | Buy |
1,342
+41
| +3% | +$15.5K | 0.01% | 669 |
|
|
2025
Q1 | $331K | Sell |
1,301
-481
| -27% | -$122K | 0.01% | 775 |
|
|
2024
Q4 | $599K | Sell |
1,782
-118
| -6% | -$39.7K | 0.01% | 581 |
|
|
2024
Q3 | $567K | Buy |
1,900
+369
| +24% | +$110K | 0.02% | 574 |
|
|
2024
Q2 | $389K | Buy |
1,531
+435
| +40% | +$111K | 0.01% | 602 |
|
|
2024
Q1 | $285K | Sell |
1,096
-38
| -3% | -$9.87K | 0.01% | 697 |
|
|
2023
Q4 | $245K | Sell |
1,134
-155
| -12% | -$33.5K | 0.01% | 731 |
|
|
2023
Q3 | $241K | Sell |
1,289
-163
| -11% | -$30.5K | 0.01% | 668 |
|
|
2023
Q2 | $285K | Buy |
1,452
+91
| +7% | +$17.9K | 0.01% | 625 |
|
|
2023
Q1 | $227K | Buy |
+1,361
| New | +$227K | 0.01% | 636 |
|