AssetMark Inc’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Sell |
13,497
-1,295
| -9% | -$273K | 0.01% | 698 |
|
|
2025
Q1 | $2.52M | Buy |
14,792
+3,615
| +32% | +$616K | 0.01% | 658 |
|
|
2024
Q4 | $2.48M | Sell |
11,177
-981
| -8% | -$217K | 0.01% | 663 |
|
|
2024
Q3 | $2.7M | Buy |
12,158
+933
| +8% | +$207K | 0.01% | 586 |
|
|
2024
Q2 | $1.61M | Buy |
11,225
+11,151
| +15,069% | +$1.6M | 0.01% | 667 |
|
|
2024
Q1 | $10.5K | Sell |
74
-15
| -17% | -$2.13K | ﹤0.01% | 1370 |
|
|
2023
Q4 | $7.87K | Buy |
89
+62
| +230% | +$5.48K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $2.24K | Hold |
27
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q2 | $1.64K | Buy |
+27
| New | +$1.64K | ﹤0.01% | 1439 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 1850 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2071 |
|
|
2017
Q2 | – | Sell |
-40
| Closed | -$1K | – | 1468 |
|
|
2017
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 1217 |
|