Valeo 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 | $846K | Sell |
2,236
-134
| -6% | -$50.7K | 0.02% | 337 |
|
|
2025
Q1 | $602K | Sell |
2,370
-891
| -27% | -$226K | 0.02% | 364 |
|
|
2024
Q4 | $1.03M | Buy |
3,261
+605
| +23% | +$191K | 0.03% | 256 |
|
|
2024
Q3 | $792K | Buy |
2,656
+241
| +10% | +$71.9K | 0.02% | 305 |
|
|
2024
Q2 | $614K | Buy |
2,415
+1,083
| +81% | +$275K | 0.02% | 330 |
|
|
2024
Q1 | $337K | Buy |
1,332
+167
| +14% | +$42.3K | 0.01% | 463 |
|
|
2023
Q4 | $251K | Buy |
+1,165
| New | +$251K | 0.01% | 546 |
|
|
2022
Q2 | – | Sell |
-10,572
| Closed | -$49K | – | 567 |
|
|
2022
Q1 | $49K | Buy |
+10,572
| New | +$49K | ﹤0.01% | 559 |
|
|
2021
Q2 | – | Sell |
-1,456
| Closed | -$128K | – | 1398 |
|
|
2021
Q1 | $128K | Buy |
1,456
+613
| +73% | +$53.9K | 0.01% | 533 |
|
|
2020
Q4 | $61K | Buy |
843
+43
| +5% | +$3.11K | ﹤0.01% | 692 |
|
|
2020
Q3 | $42K | Sell |
800
-1,383
| -63% | -$72.6K | ﹤0.01% | 690 |
|
|
2020
Q2 | $86K | Buy |
2,183
+922
| +73% | +$36.3K | 0.01% | 531 |
|
|
2020
Q1 | $43K | Sell |
1,261
-103
| -8% | -$3.51K | ﹤0.01% | 636 |
|
|
2019
Q4 | $56K | Sell |
1,364
-34
| -2% | -$1.4K | 0.01% | 604 |
|
|
2019
Q3 | $53K | Hold |
1,398
| – | – | 0.01% | 583 |
|
|
2019
Q2 | $53K | Sell |
1,398
-55
| -4% | -$2.09K | 0.01% | 579 |
|
|
2019
Q1 | $55K | Buy |
1,453
+1,398
| +2,542% | +$52.9K | 0.01% | 530 |
|
|
2018
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1493 |
|