TW
Transform Wealth’s Powell Industries POWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $277M | Sell |
1,627,909
-100
| -0% | -$17K | 16.79% | 1 |
|
|
2024
Q4 | $361M | Sell |
1,628,009
-45,750
| -3% | -$10.1M | 20.02% | 1 |
|
|
2024
Q3 | $372M | Sell |
1,673,759
-403
| -0% | -$89.5K | 24.61% | 1 |
|
|
2024
Q2 | $240M | Buy |
1,674,162
+1,667,728
| +25,921% | +$239M | 18.02% | 1 |
|
|
2024
Q1 | $916K | Sell |
6,434
-7,317
| -53% | -$1.04M | 0.09% | 125 |
|
|
2023
Q4 | $1.22M | Sell |
13,751
-833
| -6% | -$73.6K | 0.12% | 126 |
|
|
2023
Q3 | $1.21M | Buy |
14,584
+500
| +4% | +$41.5K | 0.13% | 122 |
|
|
2023
Q2 | $853K | Buy |
14,084
+5,000
| +55% | +$303K | 0.08% | 145 |
|
|
2023
Q1 | $387K | Hold |
9,084
| – | – | 0.04% | 193 |
|
|
2022
Q4 | $320K | Buy |
+9,084
| New | +$320K | 0.04% | 185 |
|
|
2022
Q3 | – | Sell |
-9,084
| Closed | -$212K | – | 204 |
|
|
2022
Q2 | $212K | Sell |
9,084
-2,525,071
| -100% | -$58.9M | 0.03% | 188 |
|
|
2022
Q1 | $49.2M | Hold |
2,534,155
| – | – | 5.52% | 1 |
|
|
2021
Q4 | $74.7M | Hold |
2,534,155
| – | – | 7.81% | 1 |
|
|
2021
Q3 | $62.3M | Buy |
2,534,155
+2,375,075
| +1,493% | +$58.4M | 7.14% | 1 |
|
|
2021
Q2 | $4.92M | Hold |
159,080
| – | – | 0.6% | 62 |
|
|
2021
Q1 | $5.39M | Hold |
159,080
| – | – | 1.08% | 29 |
|
|
2020
Q4 | $4.69M | Hold |
159,080
| – | – | 0.98% | 31 |
|
|
2020
Q3 | $3.84M | Hold |
159,080
| – | – | 0.62% | 56 |
|
|
2020
Q2 | $4.36M | Hold |
159,080
| – | – | 0.75% | 52 |
|
|
2020
Q1 | $4.08M | Hold |
159,080
| – | – | 0.87% | 43 |
|
|
2019
Q4 | $7.79M | Hold |
159,080
| – | – | 1.24% | 16 |
|
|
2019
Q3 | $6.23M | Sell |
159,080
-574
| -0.4% | -$22.5K | 1.11% | 18 |
|
|
2019
Q2 | $6.07M | Sell |
159,654
-100
| -0.1% | -$3.8K | 0.89% | 28 |
|
|
2019
Q1 | $4.24M | Hold |
159,754
| – | – | 0.79% | 52 |
|
|
2018
Q4 | $4M | Hold |
159,754
| – | – | 0.82% | 51 |
|
|
2018
Q3 | $5.79M | Sell |
159,754
-9,546
| -6% | -$346K | 1% | 32 |
|
|
2018
Q2 | $5.9M | Hold |
169,300
| – | – | 1.07% | 26 |
|
|
2018
Q1 | $4.54M | Hold |
169,300
| – | – | 0.86% | 35 |
|
|
2017
Q4 | $4.85M | Buy |
+169,300
| New | +$4.85M | 0.89% | 30 |
|