United Capital 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 | $3.8M | Buy |
10,057
+1,541
| +18% | +$583K | 0.03% | 316 |
|
|
2025
Q1 | $2.16M | Buy |
8,516
+634
| +8% | +$161K | 0.02% | 408 |
|
|
2024
Q4 | $2.49M | Buy |
7,882
+422
| +6% | +$133K | 0.02% | 372 |
|
|
2024
Q3 | $2.22M | Sell |
7,460
-208
| -3% | -$62K | 0.02% | 395 |
|
|
2024
Q2 | $1.95M | Buy |
7,668
+176
| +2% | +$44.7K | 0.02% | 410 |
|
|
2024
Q1 | $1.95M | Sell |
7,492
-61
| -0.8% | -$15.8K | 0.02% | 433 |
|
|
2023
Q4 | $1.63M | Buy |
7,553
+5,198
| +221% | +$1.12M | 0.01% | 458 |
|
|
2023
Q3 | $441K | Sell |
2,355
-886
| -27% | -$166K | ﹤0.01% | 660 |
|
|
2023
Q2 | $637K | Sell |
3,241
-455
| -12% | -$89.4K | ﹤0.01% | 642 |
|
|
2023
Q1 | $616K | Buy |
3,696
+203
| +6% | +$33.8K | ﹤0.01% | 684 |
|
|
2022
Q4 | $498K | Sell |
3,493
-1,288
| -27% | -$184K | ﹤0.01% | 757 |
|
|
2022
Q3 | $609K | Sell |
4,781
-1,833
| -28% | -$233K | ﹤0.01% | 723 |
|
|
2022
Q2 | $829K | Buy |
6,614
+1,423
| +27% | +$178K | ﹤0.01% | 667 |
|
|
2022
Q1 | $683K | Buy |
5,191
+73
| +1% | +$9.61K | ﹤0.01% | 761 |
|
|
2021
Q4 | $587K | Buy |
5,118
+162
| +3% | +$18.6K | ﹤0.01% | 814 |
|
|
2021
Q3 | $564K | Buy |
4,956
+106
| +2% | +$12.1K | ﹤0.01% | 826 |
|
|
2021
Q2 | $439K | Sell |
4,850
-4
| -0.1% | -$362 | ﹤0.01% | 894 |
|
|
2021
Q1 | $427K | Sell |
4,854
-1,510
| -24% | -$133K | ﹤0.01% | 886 |
|
|
2020
Q4 | $458K | Buy |
6,364
+1,654
| +35% | +$119K | ﹤0.01% | 864 |
|
|
2020
Q3 | $249K | Buy |
+4,710
| New | +$249K | ﹤0.01% | 1009 |
|
|
2019
Q3 | – | Sell |
-31,047
| Closed | -$1.19M | – | 1424 |
|
|
2019
Q2 | $1.19M | Sell |
31,047
-1,660
| -5% | -$63.4K | 0.01% | 751 |
|
|
2019
Q1 | $1.22M | Sell |
32,707
-2,335
| -7% | -$87.3K | 0.01% | 721 |
|
|
2018
Q4 | $1.06M | Sell |
35,042
-19,918
| -36% | -$600K | 0.01% | 704 |
|
|
2018
Q3 | $1.84M | Sell |
54,960
-1,524
| -3% | -$50.9K | 0.01% | 633 |
|
|
2018
Q2 | $1.89M | Buy |
56,484
+15,452
| +38% | +$516K | 0.01% | 605 |
|
|
2018
Q1 | $1.39M | Buy |
41,032
+2,187
| +6% | +$74.1K | 0.01% | 686 |
|
|
2017
Q4 | $1.52M | Sell |
38,845
-515
| -1% | -$20.1K | 0.01% | 666 |
|
|
2017
Q3 | $1.47M | Buy |
39,360
+7,355
| +23% | +$275K | 0.01% | 658 |
|
|
2017
Q2 | $1.05M | Buy |
32,005
+9,526
| +42% | +$314K | 0.01% | 750 |
|
|
2017
Q1 | $834K | Buy |
22,479
+1,972
| +10% | +$73.2K | 0.01% | 795 |
|
|
2016
Q4 | $715K | Buy |
+20,507
| New | +$715K | 0.01% | 833 |
|