UBS AM’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 | $8.11M | Buy |
38,520
+10,097
| +36% | +$2.12M | ﹤0.01% | 1461 |
|
|
2025
Q1 | $4.84M | Buy |
28,423
+1,311
| +5% | +$223K | ﹤0.01% | 1598 |
|
|
2024
Q4 | $6.01M | Buy |
27,112
+4,489
| +20% | +$995K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $5.02M | Sell |
22,623
-1,033
| -4% | -$229K | ﹤0.01% | 1570 |
|
|
2024
Q2 | $3.39M | Buy |
23,656
+14,239
| +151% | +$2.04M | ﹤0.01% | 1710 |
|
|
2024
Q1 | $1.34M | Buy |
9,417
+5,610
| +147% | +$798K | ﹤0.01% | 1871 |
|
|
2023
Q4 | $337K | Buy |
+3,807
| New | +$337K | ﹤0.01% | 2403 |
|
|
2020
Q1 | – | Sell |
-7,397
| Closed | -$362K | – | 2516 |
|
|
2019
Q4 | $362K | Buy |
7,397
+2,064
| +39% | +$101K | ﹤0.01% | 2328 |
|
|
2019
Q3 | $209K | Buy |
+5,333
| New | +$209K | ﹤0.01% | 2569 |
|
|
2015
Q1 | – | Sell |
-4,200
| Closed | -$206K | – | 2639 |
|
|
2014
Q4 | $206K | Buy |
+4,200
| New | +$206K | ﹤0.01% | 2457 |
|
|
2014
Q3 | – | Sell |
-4,200
| Closed | -$275K | – | 2580 |
|
|
2014
Q2 | $275K | Buy |
4,200
+500
| +14% | +$32.7K | ﹤0.01% | 2235 |
|
|
2014
Q1 | $240K | Hold |
3,700
| – | – | ﹤0.01% | 2326 |
|
|
2013
Q4 | $248K | Hold |
3,700
| – | – | ﹤0.01% | 2257 |
|
|
2013
Q3 | $227K | Buy |
+3,700
| New | +$227K | ﹤0.01% | 2266 |
|