GeoWealth Management’s Powell Industries POWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-179	Closed	-$39.7K	–	1622
2024 Q4	$39.7K	Buy	179 +99	+124%	+$21.9K	﹤0.01%	1224
2024 Q3	$17.8K	Buy	+80	New	+$17.8K	﹤0.01%	1299