Congress Wealth Management LLC
- SEC CIK
- 0001904976
- Latest filing
- Aug 13, 2025
PWR holding history
Quanta Services, Inc. in every 13F filed by Congress Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
PWR overviewAll 13F holders of PWRFull Q2 2025 holdings
- Shares (Q2 2025)
- 2,807
- Value
- $1.06M
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 2,807 | $1.06M | <0.1% | −22−0.8% | Reduced | Holders |
| Q1 2025 | 2,829 | $726.7K | <0.1% | +644+29.5% | Added | Holders |
| Q4 2024 | 2,185 | $690.8K | <0.1% | +14+0.6% | Added | Holders |
| Q3 2024 | 2,171 | $647.4K | <0.1% | +22+1.0% | Added | Holders |
| Q2 2024 | 2,149 | $546.1K | <0.1% | +2,149 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −73,922−100.0% | Sold out | Holders |
| Q3 2023 | 73,922 | $13.8M | 0.3% | +566+0.8% | Added | Holders |
| Q2 2023 | 73,356 | $14.4M | 0.3% | −995−1.3% | Reduced | Holders |
| Q1 2023 | 74,351 | $12.4M | 0.3% | −881−1.2% | Reduced | Holders |
| Q4 2022 | 75,232 | $10.7M | 0.3% | +2,469+3.4% | Added | Holders |
| Q3 2022 | 72,763 | $9.27M | 0.2% | +4,123+6.0% | Added | Holders |
| Q2 2022 | 68,640 | $8.60M | 0.2% | +68,640 | New | Holders |