Cerity Partners’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 | $11.5M | Buy |
54,818
+4,918
| +10% | +$1.04M | 0.02% | 488 |
|
|
2025
Q1 | $8.5M | Buy |
49,900
+11,149
| +29% | +$1.9M | 0.02% | 540 |
|
|
2024
Q4 | $8.59M | Buy |
38,751
+37,270
| +2,517% | +$8.26M | 0.02% | 537 |
|
|
2024
Q3 | $329K | Buy |
+1,481
| New | +$329K | ﹤0.01% | 1997 |
|
|
2024
Q2 | – | Sell |
-80,367
| Closed | -$11.4M | – | 2367 |
|
|
2024
Q1 | $11.4M | Buy |
+80,367
| New | +$11.4M | 0.03% | 425 |
|