Charles Schwab’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.7M | Sell |
281,256
-8,130
| -3% | -$1.33M | 0.01% | 1142 |
|
|
2025
Q4 | $30.8M | Sell |
289,386
-3,258
| -1% | -$366K | ﹤0.01% | 1479 |
|
|
2025
Q3 | $29.7M | Buy |
292,644
+2,238
| +0.8% | +$190K | ﹤0.01% | 1478 |
|
|
2025
Q2 | $20.4M | Buy |
290,406
+6,006
| +2% | +$362K | ﹤0.01% | 1663 |
|
|
2025
Q1 | $16.1M | Buy |
284,400
+954
| +0.3% | +$66.5K | ﹤0.01% | 1739 |
|
|
2024
Q4 | $20.9M | Buy |
283,446
+1,911
| +0.7% | +$171K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $20.8M | Buy |
281,535
+31,056
| +12% | +$1.69M | ﹤0.01% | 1669 |
|
|
2024
Q2 | $12M | Buy |
250,479
+17,487
| +8% | +$912K | ﹤0.01% | 1953 |
|
|
2024
Q1 | $11.1M | Buy |
232,992
+8,298
| +4% | +$355K | ﹤0.01% | 1935 |
|
|
2023
Q4 | $6.62M | Buy |
224,694
+3,099
| +1% | +$86.3K | ﹤0.01% | 2195 |
|
|
2023
Q3 | $6.12M | Buy |
221,595
+139,239
| +169% | +$3.45M | ﹤0.01% | 2161 |
|
|
2023
Q2 | $1.66M | Buy |
82,356
+3,870
| +5% | +$67K | ﹤0.01% | 2605 |
|
|
2023
Q1 | $1.11M | Buy |
78,486
+3,288
| +4% | +$45.5K | ﹤0.01% | 2701 |
|
|
2022
Q4 | $882K | Sell |
75,198
-1,059
| -1% | -$9.69K | ﹤0.01% | 2819 |
|
|
2022
Q3 | $536K | Buy |
76,257
+1,491
| +2% | +$12K | ﹤0.01% | 2984 |
|
|
2022
Q2 | $583K | Buy |
74,766
+702
| +0.9% | +$5.49K | ﹤0.01% | 3014 |
|
|
2022
Q1 | $480K | Sell |
74,064
-54
| -0.1% | -$441 | ﹤0.01% | 3114 |
|
|
2021
Q4 | $730K | Buy |
74,118
+42
| +0.1% | +$377 | ﹤0.01% | 3032 |
|
|
2021
Q3 | $607K | Sell |
74,076
-111,984
| -60% | -$1.01M | ﹤0.01% | 3072 |
|
|
2021
Q2 | $1.92M | Buy |
186,060
+9,795
| +6% | +$113K | ﹤0.01% | 2727 |
|
|
2021
Q1 | $1.99M | Buy |
176,265
+546
| +0.3% | +$5.75K | ﹤0.01% | 2665 |
|
|
2020
Q4 | $1.73M | Buy |
175,719
+2,607
| +2% | +$23.2K | ﹤0.01% | 2630 |
|
|
2020
Q3 | $1.39M | Buy |
173,112
+249
| +0.1% | +$2.21K | ﹤0.01% | 2600 |
|
|
2020
Q2 | $1.58M | Buy |
172,863
+11,580
| +7% | +$98.4K | ﹤0.01% | 2495 |
|
|
2020
Q1 | $1.38M | Sell |
161,283
-29,685
| -16% | -$355K | ﹤0.01% | 2409 |
|
|
2019
Q4 | $3.12M | Buy |
190,968
+951
| +0.5% | +$13.3K | ﹤0.01% | 2258 |
|
|
2019
Q3 | $2.48M | Buy |
190,017
+31,500
| +20% | +$392K | ﹤0.01% | 2317 |
|
|
2019
Q2 | $2.01M | Buy |
158,517
+7,020
| +5% | +$78.2K | ﹤0.01% | 2372 |
|
|
2019
Q1 | $1.34M | Buy |
151,497
+9,228
| +6% | +$90.7K | ﹤0.01% | 2468 |
|
|
2018
Q4 | $1.19M | Sell |
142,269
-2,280
| -2% | -$22.6K | ﹤0.01% | 2490 |
|
|
2018
Q3 | $1.75M | Buy |
144,549
+8,919
| +7% | +$111K | ﹤0.01% | 2467 |
|
|
2018
Q2 | $1.57M | Buy |
135,630
+21,051
| +18% | +$232K | ﹤0.01% | 2443 |
|
|
2018
Q1 | $1.03M | Sell |
114,579
-9,441
| -8% | -$92.1K | ﹤0.01% | 2508 |
|
|
2017
Q4 | $1.19M | Buy |
124,020
+9,402
| +8% | +$89.9K | ﹤0.01% | 2465 |
|
|
2017
Q3 | $1.15M | Buy |
114,618
+6,264
| +6% | +$63.7K | ﹤0.01% | 2470 |
|
|
2017
Q2 | $1.16M | Buy |
108,354
+684
| +0.6% | +$7.6K | ﹤0.01% | 2406 |
|
|
2017
Q1 | $1.24M | Buy |
107,670
+6,156
| +6% | +$73.2K | ﹤0.01% | 2360 |
|
|
2016
Q4 | $1.32M | Buy |
101,514
+5,544
| +6% | +$73.2K | ﹤0.01% | 2335 |
|
|
2016
Q3 | $1.28M | Buy |
95,970
+4,518
| +5% | +$57.6K | ﹤0.01% | 2326 |
|
|
2016
Q2 | $1.2M | Buy |
91,452
+1,386
| +2% | +$15.6K | ﹤0.01% | 2289 |
|
|
2016
Q1 | $895K | Buy |
90,066
+1,683
| +2% | +$14.9K | ﹤0.01% | 2384 |
|
|
2015
Q4 | $767K | Buy |
88,383
+2,145
| +2% | +$22.2K | ﹤0.01% | 2480 |
|
|
2015
Q3 | $866K | Sell |
86,238
-786
| -0.9% | -$7.78K | ﹤0.01% | 2437 |
|
|
2015
Q2 | $1.02M | Buy |
87,024
+2,613
| +3% | +$31.2K | ﹤0.01% | 2409 |
|
|
2015
Q1 | $951K | Buy |
84,411
+3,873
| +5% | +$47.5K | ﹤0.01% | 2389 |
|
|
2014
Q4 | $1.32M | Buy |
80,538
+2,742
| +4% | +$40.7K | ﹤0.01% | 2229 |
|
|
2014
Q3 | $1.06M | Buy |
77,796
+1,743
| +2% | +$32.5K | ﹤0.01% | 2272 |
|
|
2014
Q2 | $1.66M | Sell |
76,053
-246
| -0.3% | -$5.18K | ﹤0.01% | 2080 |
|
|
2014
Q1 | $1.65M | Buy |
76,299
+2,037
| +3% | +$43.9K | ﹤0.01% | 2049 |
|
|
2013
Q4 | $1.66M | Buy |
74,262
+2,661
| +4% | +$57.4K | ﹤0.01% | 2024 |
|
|
2013
Q3 | $1.5M | Buy |
71,601
+3,204
| +5% | +$57.9K | ﹤0.01% | 2004 |
|
|
2013
Q2 | $1.18M | Buy |
+68,397
| New | +$1.14M | ﹤0.01% | 2062 |
|
Other funds holding POWL
VCM
VPM
