Williams Jones Wealth Management’s Quanta Services PWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.4M	Sell	148,289 -1,755	-1%	-$904K	1%	30
2025 Q4	$63.3M	Sell	150,044 -2,031	-1%	-$892K	0.72%	37
2025 Q3	$63M	Buy	152,075 +2,271	+2%	+$883K	0.72%	38
2025 Q2	$56.6M	Buy	149,804 +13,820	+10%	+$4.44M	0.68%	42
2025 Q1	$34.6M	Buy	135,984 +8,392	+7%	+$2.43M	0.44%	49
2024 Q4	$40.3M	Buy	127,592 +3,960	+3%	+$1.27M	0.49%	44
2024 Q3	$36.9M	Buy	123,632 +604	+0.5%	+$160K	0.43%	47
2024 Q2	$31.3M	Sell	123,028 -820	-0.7%	-$217K	0.39%	51
2024 Q1	$32.2M	Buy	123,848 +823	+0.7%	+$182K	0.41%	54
2023 Q4	$26.5M	Buy	123,025 +8,673	+8%	+$1.6M	0.37%	57
2023 Q3	$21.4M	Buy	114,352 +630	+0.6%	+$126K	0.33%	63
2023 Q2	$22.3M	Sell	113,722 -3,555	-3%	-$621K	0.33%	64
2023 Q1	$19.5M	Sell	117,277 -3,477	-3%	-$535K	0.31%	63
2022 Q4	$17.2M	Sell	120,754 -3,206	-3%	-$455K	0.29%	68
2022 Q3	$15.8M	Buy	123,960 +2,035	+2%	+$278K	0.27%	70
2022 Q2	$15.3M	Sell	121,925 -5,675	-4%	-$696K	0.25%	76
2022 Q1	$16.8M	Sell	127,600 -24,058	-16%	-$2.67M	0.23%	76
2021 Q4	$17.4M	Buy	151,658 +9,625	+7%	+$1.11M	0.22%	79
2021 Q3	$16.2M	Buy	+142,033	New	+$14.2M	0.23%	79