Pinnacle Wealth Planning Services’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 | $468K | Buy |
1,239
+288
| +30% | +$109K | 0.06% | 208 |
|
|
2025
Q1 | $242K | Buy |
951
+32
| +3% | +$8.13K | 0.04% | 311 |
|
|
2024
Q4 | $290K | Sell |
919
-563
| -38% | -$178K | 0.04% | 258 |
|
|
2024
Q3 | $442K | Sell |
1,482
-68
| -4% | -$20.3K | 0.06% | 210 |
|
|
2024
Q2 | $394K | Sell |
1,550
-1
| -0.1% | -$254 | 0.06% | 218 |
|
|
2024
Q1 | $403K | Hold |
1,551
| – | – | 0.06% | 228 |
|
|
2023
Q4 | $335K | Hold |
1,551
| – | – | 0.05% | 243 |
|
|
2023
Q3 | $290K | Sell |
1,551
-608
| -28% | -$114K | 0.05% | 261 |
|
|
2023
Q2 | $424K | Sell |
2,159
-371
| -15% | -$72.9K | 0.07% | 198 |
|
|
2023
Q1 | $422K | Buy |
2,530
+971
| +62% | +$162K | 0.07% | 199 |
|
|
2022
Q4 | $222K | Buy |
+1,559
| New | +$222K | 0.04% | 336 |
|
|
2022
Q2 | – | Sell |
-1,563
| Closed | -$206K | – | 462 |
|
|
2022
Q1 | $206K | Buy |
+1,563
| New | +$206K | 0.04% | 368 |
|
|
2021
Q1 | – | Sell |
-366
| Closed | -$26K | – | 1555 |
|
|
2020
Q4 | $26K | Buy |
+366
| New | +$26K | 0.01% | 1055 |
|