Creative Planning’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
$751K Buy
2025
Q2
$464K Sell
2025
Q1
$450K Sell
2024
Q4
$656K Buy
2024
Q3
$580K Buy
2024
Q2
$310K Buy
2013
Q3
Sell
2013
Q2
$5K Buy