Great Valley Advisor Group’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 | $2.4M | Sell |
11,384
-2,255
| -17% | -$475K | 0.05% | 287 |
|
|
2025
Q1 | $2.32M | Buy |
13,639
+3,923
| +40% | +$668K | 0.05% | 283 |
|
|
2024
Q4 | $2.15M | Sell |
9,716
-1,231
| -11% | -$273K | 0.05% | 305 |
|
|
2024
Q3 | $2.43M | Buy |
10,947
+2,827
| +35% | +$627K | 0.06% | 284 |
|
|
2024
Q2 | $1.16M | Buy |
8,120
+5,127
| +171% | +$735K | 0.03% | 361 |
|
|
2024
Q1 | $426K | Buy |
+2,993
| New | +$426K | 0.01% | 530 |
|