Transform Wealth’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
Q1 | $277M | Sell |
|
|||||
|
2024
Q4 | $361M | Sell |
|
|||||
|
2024
Q3 | $372M | Sell |
|
|||||
|
2024
Q2 | $240M | Buy |
|
|||||
|
2024
Q1 | $916K | Sell |
|
|||||
|
2023
Q4 | $1.22M | Sell |
|
|||||
|
2023
Q3 | $1.21M | Buy |
|
|||||
|
2023
Q2 | $853K | Buy |
|
|||||
|
2023
Q1 | $387K | Hold |
|
|||||
|
2022
Q4 | $320K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $212K | Sell |
|
|||||
|
2022
Q1 | $49.2M | Hold |
|
|||||
|
2021
Q4 | $74.7M | Hold |
|
|||||
|
2021
Q3 | $62.3M | Buy |
|
|||||
|
2021
Q2 | $4.92M | Hold |
|
|||||
|
2021
Q1 | $5.39M | Hold |
|
|||||
|
2020
Q4 | $4.69M | Hold |
|
|||||
|
2020
Q3 | $3.84M | Hold |
|
|||||
|
2020
Q2 | $4.36M | Hold |
|
|||||
|
2020
Q1 | $4.08M | Hold |
|
|||||
|
2019
Q4 | $7.79M | Hold |
|
|||||
|
2019
Q3 | $6.23M | Sell |
|
|||||
|
2019
Q2 | $6.07M | Sell |
|
|||||
|
2019
Q1 | $4.24M | Hold |
|
|||||
|
2018
Q4 | $4M | Hold |
|
|||||
|
2018
Q3 | $5.79M | Sell |
|
|||||
|
2018
Q2 | $5.9M | Hold |
|
|||||
|
2018
Q1 | $4.54M | Hold |
|
|||||
|
2017
Q4 | $4.85M | Buy |
|