RSWM
Robertson Stephens Wealth Management’s Quanta Services PWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
865
-369
| -30% | -$140K | 0.01% | 435 |
|
|
2025
Q1 | $314K | Sell |
1,234
-45
| -4% | -$11.4K | 0.01% | 444 |
|
|
2024
Q4 | $404K | Buy |
1,279
+1
| +0.1% | +$316 | 0.01% | 401 |
|
|
2024
Q3 | $381K | Sell |
1,278
-116
| -8% | -$34.6K | 0.01% | 474 |
|
|
2024
Q2 | $354K | Sell |
1,394
-840
| -38% | -$213K | 0.02% | 385 |
|
|
2024
Q1 | $580K | Buy |
2,234
+799
| +56% | +$208K | 0.03% | 317 |
|
|
2023
Q4 | $310K | Buy |
1,435
+1
| +0.1% | +$216 | 0.02% | 375 |
|
|
2023
Q3 | $268K | Buy |
+1,434
| New | +$268K | 0.02% | 393 |
|