YHB Investment 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 | $726K | Buy |
1,919
+38
| +2% | +$14.4K | 0.06% | 188 |
|
|
2025
Q1 | $478K | Sell |
1,881
-287
| -13% | -$73K | 0.04% | 206 |
|
|
2024
Q4 | $685K | Buy |
2,168
+16
| +0.7% | +$5.06K | 0.06% | 175 |
|
|
2024
Q3 | $642K | Hold |
2,152
| – | – | 0.05% | 182 |
|
|
2024
Q2 | $547K | Buy |
2,152
+42
| +2% | +$10.7K | 0.05% | 187 |
|
|
2024
Q1 | $548K | Hold |
2,110
| – | – | 0.05% | 187 |
|
|
2023
Q4 | $455K | Buy |
2,110
+11
| +0.5% | +$2.37K | 0.04% | 194 |
|
|
2023
Q3 | $393K | Hold |
2,099
| – | – | 0.04% | 203 |
|
|
2023
Q2 | $412K | Hold |
2,099
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $350K | Sell |
2,099
-1
| -0% | -$167 | 0.04% | 218 |
|
|
2022
Q4 | $299K | Hold |
2,100
| – | – | 0.03% | 221 |
|
|
2022
Q3 | $268K | Hold |
2,100
| – | – | 0.03% | 233 |
|
|
2022
Q2 | $263K | Hold |
2,100
| – | – | 0.03% | 236 |
|
|
2022
Q1 | $276K | Hold |
2,100
| – | – | 0.02% | 250 |
|
|
2021
Q4 | $241K | Hold |
2,100
| – | – | 0.02% | 295 |
|
|
2021
Q3 | $239K | Buy |
+2,100
| New | +$239K | 0.02% | 285 |
|
|
2021
Q2 | – | Sell |
-2,100
| Closed | -$201K | – | 304 |
|
|
2021
Q1 | $201K | Buy |
+2,100
| New | +$201K | 0.02% | 292 |
|
|
2016
Q1 | – | Sell |
-30,385
| Closed | -$615K | – | 161 |
|
|
2015
Q4 | $615K | Sell |
30,385
-59,100
| -66% | -$1.2M | 0.14% | 116 |
|
|
2015
Q3 | $2.17M | Sell |
89,485
-16,000
| -15% | -$387K | 0.51% | 61 |
|
|
2015
Q2 | $3.04M | Sell |
105,485
-5,550
| -5% | -$160K | 0.66% | 51 |
|
|
2015
Q1 | $3.17M | Sell |
111,035
-1,682
| -1% | -$48K | 0.71% | 50 |
|
|
2014
Q4 | $3.2M | Sell |
112,717
-760
| -0.7% | -$21.6K | 0.73% | 48 |
|
|
2014
Q3 | $4.12M | Buy |
113,477
+87
| +0.1% | +$3.16K | 0.99% | 33 |
|
|
2014
Q2 | $3.92M | Buy |
113,390
+420
| +0.4% | +$14.5K | 0.95% | 39 |
|
|
2014
Q1 | $4.17M | Buy |
112,970
+6,195
| +6% | +$229K | 1.06% | 30 |
|
|
2013
Q4 | $3.37M | Sell |
106,775
-200
| -0.2% | -$6.31K | 0.9% | 42 |
|
|
2013
Q3 | $2.94M | Sell |
106,975
-12,312
| -10% | -$339K | 0.87% | 46 |
|
|
2013
Q2 | $3.16M | Buy |
+119,287
| New | +$3.16M | 0.98% | 36 |
|