Carson Wealth (CWM LLC)’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Sell |
|
|||||
|
2025
Q2 | $296K | Sell |
|
|||||
|
2025
Q1 | $283K | Sell |
|
|||||
|
2024
Q4 | $432K | Buy |
|
|||||
|
2024
Q3 | $432K | Buy |
|
|||||
|
2024
Q2 | $73K | Sell |
|
|||||
|
2024
Q1 | $242K | Buy |
|
|||||
|
2023
Q4 | $8K | Buy |
|
|||||
|
2023
Q3 | $6K | Buy |
|
|||||
|
2023
Q2 | $2K | Hold |
|
|||||
|
2023
Q1 | $1K | Hold |
|
|||||
|
2022
Q4 | $1K | Sell |
|
|||||
|
2022
Q3 | $1K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $11K | Buy |
|