Plante Moran Financial 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 | $64.3K | Hold |
170
| – | – | ﹤0.01% | 300 |
|
|
2025
Q1 | $43.2K | Hold |
170
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $53.7K | Hold |
170
| – | – | ﹤0.01% | 335 |
|
|
2024
Q3 | $50.7K | Hold |
170
| – | – | ﹤0.01% | 383 |
|
|
2024
Q2 | $43.2K | Buy |
+170
| New | +$43.2K | ﹤0.01% | 364 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$4.68K | – | 897 |
|
|
2023
Q3 | $4.68K | Buy |
+25
| New | +$4.68K | ﹤0.01% | 610 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$428 | – | 911 |
|
|
2022
Q4 | $428 | Buy |
+3
| New | +$428 | ﹤0.01% | 797 |
|
|
2022
Q3 | – | Sell |
-44
| Closed | -$6K | – | 1040 |
|
|
2022
Q2 | $6K | Buy |
+44
| New | +$6K | ﹤0.01% | 688 |
|
|
2021
Q1 | – | Sell |
-99
| Closed | -$7K | – | 1111 |
|
|
2020
Q4 | $7K | Hold |
99
| – | – | ﹤0.01% | 669 |
|
|
2020
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 695 |
|
|
2020
Q2 | $4K | Buy |
+99
| New | +$4K | ﹤0.01% | 619 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$5K | – | 897 |
|
|
2018
Q4 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 604 |
|
|
2018
Q2 | – | Sell |
-87
| Closed | -$3K | – | 936 |
|
|
2018
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 797 |
|
|
2017
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 763 |
|
|
2017
Q3 | $3K | Hold |
87
| – | – | ﹤0.01% | 708 |
|
|
2017
Q2 | $3K | Hold |
87
| – | – | ﹤0.01% | 723 |
|
|
2017
Q1 | $3K | Hold |
87
| – | – | ﹤0.01% | 767 |
|
|
2016
Q4 | $3K | Hold |
87
| – | – | ﹤0.01% | 806 |
|
|
2016
Q3 | $2K | Hold |
87
| – | – | ﹤0.01% | 846 |
|
|
2016
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 801 |
|
|
2016
Q1 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 740 |
|
|
2015
Q4 | – | Sell |
-97
| Closed | -$2K | – | 982 |
|
|
2015
Q3 | $2K | Sell |
97
-122
| -56% | -$2.52K | ﹤0.01% | 663 |
|
|
2015
Q2 | $6K | Hold |
219
| – | – | ﹤0.01% | 601 |
|
|
2015
Q1 | $6K | Hold |
219
| – | – | ﹤0.01% | 586 |
|
|
2014
Q4 | $6K | Hold |
219
| – | – | ﹤0.01% | 630 |
|
|
2014
Q3 | $8K | Hold |
219
| – | – | 0.01% | 590 |
|
|
2014
Q2 | $8K | Sell |
219
-141
| -39% | -$5.15K | 0.01% | 590 |
|
|
2014
Q1 | $13K | Buy |
+360
| New | +$13K | 0.01% | 312 |
|