Summit Trail 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 | $568K | Buy |
+1,504
| New | +$568K | 0.01% | 686 |
|
|
2024
Q4 | – | Sell |
-1,186
| Closed | -$354K | – | 675 |
|
|
2024
Q3 | $354K | Buy |
+1,186
| New | +$354K | 0.01% | 500 |
|
|
2024
Q2 | – | Sell |
-906
| Closed | -$235K | – | 660 |
|
|
2024
Q1 | $235K | Buy |
+906
| New | +$235K | 0.01% | 527 |
|
|
2018
Q1 | – | Sell |
-1,733
| Closed | -$68K | – | 1358 |
|
|
2017
Q4 | $68K | Buy |
+1,733
| New | +$68K | 0.01% | 739 |
|