Williams Jones Wealth Management’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 | $56.6M | Buy |
149,804
+13,820
| +10% | +$5.23M | 0.68% | 42 |
|
|
2025
Q1 | $34.6M | Buy |
135,984
+8,392
| +7% | +$2.13M | 0.44% | 49 |
|
|
2024
Q4 | $40.3M | Buy |
127,592
+3,960
| +3% | +$1.25M | 0.49% | 44 |
|
|
2024
Q3 | $36.9M | Buy |
123,632
+604
| +0.5% | +$180K | 0.43% | 47 |
|
|
2024
Q2 | $31.3M | Sell |
123,028
-820
| -0.7% | -$208K | 0.39% | 51 |
|
|
2024
Q1 | $32.2M | Buy |
123,848
+823
| +0.7% | +$214K | 0.41% | 54 |
|
|
2023
Q4 | $26.5M | Buy |
123,025
+8,673
| +8% | +$1.87M | 0.37% | 57 |
|
|
2023
Q3 | $21.4M | Buy |
114,352
+630
| +0.6% | +$118K | 0.33% | 63 |
|
|
2023
Q2 | $22.3M | Sell |
113,722
-3,555
| -3% | -$698K | 0.33% | 64 |
|
|
2023
Q1 | $19.5M | Sell |
117,277
-3,477
| -3% | -$579K | 0.31% | 63 |
|
|
2022
Q4 | $17.2M | Sell |
120,754
-3,206
| -3% | -$457K | 0.29% | 68 |
|
|
2022
Q3 | $15.8M | Buy |
123,960
+2,035
| +2% | +$259K | 0.27% | 70 |
|
|
2022
Q2 | $15.3M | Sell |
121,925
-5,675
| -4% | -$711K | 0.25% | 76 |
|
|
2022
Q1 | $16.8M | Sell |
127,600
-24,058
| -16% | -$3.17M | 0.23% | 76 |
|
|
2021
Q4 | $17.4M | Buy |
151,658
+9,625
| +7% | +$1.1M | 0.22% | 79 |
|
|
2021
Q3 | $16.2M | Buy |
+142,033
| New | +$16.2M | 0.23% | 79 |
|