Focused Wealth Management’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-900
| Closed | -$26.5K | – | 756 |
|
|
2023
Q4 | $26.5K | Hold |
900
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $24.9K | Hold |
900
| – | – | ﹤0.01% | 390 |
|
|
2023
Q2 | $18.2K | Hold |
900
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $12.8K | Hold |
900
| – | – | ﹤0.01% | 498 |
|
|
2022
Q4 | $10.6K | Hold |
900
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $6K | Hold |
900
| – | – | ﹤0.01% | 598 |
|
|
2022
Q2 | $7K | Hold |
900
| – | – | ﹤0.01% | 561 |
|
|
2022
Q1 | $6K | Hold |
900
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $9K | Hold |
900
| – | – | ﹤0.01% | 608 |
|
|
2021
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $9K | Hold |
900
| – | – | ﹤0.01% | 631 |
|
|
2021
Q1 | $10K | Hold |
900
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $9K | Hold |
900
| – | – | ﹤0.01% | 572 |
|
|
2020
Q3 | $7K | Hold |
900
| – | – | ﹤0.01% | 558 |
|
|
2020
Q2 | $8K | Hold |
900
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 485 |
|
|
2019
Q4 | $15K | Hold |
900
| – | – | ﹤0.01% | 452 |
|
|
2019
Q3 | $12K | Hold |
900
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $11K | Hold |
900
| – | – | ﹤0.01% | 507 |
|
|
2019
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 493 |
|
|
2018
Q4 | $8K | Buy |
+900
| New | +$8.92K | ﹤0.01% | 483 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$10K | – | 706 |
|
|
2018
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 451 |
|
|
2018
Q1 | $8K | Hold |
900
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $9K | Sell |
900
-900
| -50% | -$8.61K | ﹤0.01% | 483 |
|
|
2017
Q3 | $18K | Buy |
1,800
+900
| +100% | +$9.15K | 0.01% | 356 |
|
|
2017
Q2 | $10K | Hold |
900
| – | – | ﹤0.01% | 473 |
|
|
2017
Q1 | $10K | Hold |
900
| – | – | ﹤0.01% | 462 |
|
|
2016
Q4 | $12K | Hold |
900
| – | – | 0.01% | 452 |
|
|
2016
Q3 | $12K | Hold |
900
| – | – | 0.01% | 425 |
|
|
2016
Q2 | $12K | Hold |
900
| – | – | 0.01% | 418 |
|
|
2016
Q1 | $9K | Hold |
900
| – | – | ﹤0.01% | 411 |
|
|
2015
Q4 | $8K | Hold |
900
| – | – | ﹤0.01% | 440 |
|
|
2015
Q3 | $9K | Hold |
900
| – | – | 0.01% | 416 |
|
|
2015
Q2 | $11K | Hold |
900
| – | – | 0.01% | 395 |
|
|
2015
Q1 | $10K | Hold |
900
| – | – | 0.01% | 431 |
|
|
2014
Q4 | $15K | Hold |
900
| – | – | 0.01% | 350 |
|
|
2014
Q3 | $12K | Hold |
900
| – | – | 0.01% | 401 |
|
|
2014
Q2 | $20K | Hold |
900
| – | – | 0.02% | 311 |
|
|
2014
Q1 | $19K | Hold |
900
| – | – | 0.02% | 295 |
|
|
2013
Q4 | $20K | Hold |
900
| – | – | 0.02% | 292 |
|
|
2013
Q3 | $18K | Buy |
+900
| New | +$16.3K | 0.02% | 293 |
|
Other funds holding POWL
Focused Wealth Management's POWL Position: Q1 2024 in Review
Focused Wealth Management sold out of Powell Industries (POWL) in Q1 2024, closing a stake of 900 shares — an estimated $26.5K sold.
Focused Wealth Management first reported a position in POWL in Q3 2013 and held it in 41 quarters. The position peaked at $26.5K in Q4 2023. 236 funds tracked by Wall St. Rank hold POWL as of Q1 2024.
- Focused Wealth Management reported no remaining Powell Industries position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 900 Powell Industries shares in Q1 2024, an estimated $26.5K.
- Focused Wealth Management first reported a position in Powell Industries in Q3 2013 and held it in 41 quarters.
- Focused Wealth Management's Powell Industries position peaked at $26.5K in Q4 2023.
- 236 funds tracked by Wall St. Rank held Powell Industries as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.