Ownership history in Simplicity Wealth,LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in QUANTA SVCS INC (PWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 1,411 | +34 | +2.5% | 0.03% | $585K | $414.21 |
| 2025 Q2 | ADDED | 1,377 | +385 | +38.8% | 0.02% | $521K | $377.79 |
| 2025 Q1 | ADDED | 992 | +84 | +9.3% | 0.02% | $252K | $253.89 |
| 2024 Q4 | ADDED | 908 | +199 | +28.1% | 0.06% | $287K | $315.59 |
As of 2025 Q4 — sorted by position size