UBS Group’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.1M | Buy |
438,426
+144,264
| +49% | +$23.6M | 0.01% | 1225 |
|
|
2025
Q4 | $31.3M | Sell |
294,162
-180,579
| -38% | -$20.3M | 0.01% | 2133 |
|
|
2025
Q3 | $48.2M | Buy |
474,741
+28,122
| +6% | +$2.38M | 0.01% | 1663 |
|
|
2025
Q2 | $31.3M | Sell |
446,619
-57,987
| -11% | -$3.5M | 0.01% | 1936 |
|
|
2025
Q1 | $28.6M | Buy |
504,606
+134,988
| +37% | +$9.41M | 0.01% | 1995 |
|
|
2024
Q4 | $27.3M | Buy |
369,618
+319,170
| +633% | +$28.5M | 0.01% | 2002 |
|
|
2024
Q3 | $3.73M | Buy |
50,448
+16,962
| +51% | +$923K | ﹤0.01% | 3376 |
|
|
2024
Q2 | $1.6M | Buy |
33,486
+8,358
| +33% | +$436K | ﹤0.01% | 3988 |
|
|
2024
Q1 | $1.19M | Sell |
25,128
-27,156
| -52% | -$1.16M | ﹤0.01% | 4466 |
|
|
2023
Q4 | $1.54M | Buy |
52,284
+42,504
| +435% | +$1.18M | ﹤0.01% | 4088 |
|
|
2023
Q3 | $270K | Sell |
9,780
-56,907
| -85% | -$1.41M | ﹤0.01% | 5146 |
|
|
2023
Q2 | $1.35M | Buy |
66,687
+38,859
| +140% | +$673K | ﹤0.01% | 3942 |
|
|
2023
Q1 | $395K | Buy |
27,828
+11,562
| +71% | +$160K | ﹤0.01% | 4875 |
|
|
2022
Q4 | $191K | Buy |
16,266
+1,467
| +10% | +$13.4K | ﹤0.01% | 5499 |
|
|
2022
Q3 | $104K | Buy |
14,799
+7,539
| +104% | +$60.6K | ﹤0.01% | 5671 |
|
|
2022
Q2 | $57K | Sell |
7,260
-6,897
| -49% | -$53.9K | ﹤0.01% | 5815 |
|
|
2022
Q1 | $92K | Sell |
14,157
-9,789
| -41% | -$80K | ﹤0.01% | 5986 |
|
|
2021
Q4 | $236K | Buy |
23,946
+17,727
| +285% | +$159K | ﹤0.01% | 5544 |
|
|
2021
Q3 | $51K | Buy |
6,219
+5,016
| +417% | +$45.1K | ﹤0.01% | 6310 |
|
|
2021
Q2 | $12K | Sell |
1,203
-11,937
| -91% | -$137K | ﹤0.01% | 7895 |
|
|
2021
Q1 | $148K | Sell |
13,140
-5,370
| -29% | -$56.5K | ﹤0.01% | 5673 |
|
|
2020
Q4 | $182K | Buy |
18,510
+9,663
| +109% | +$86K | ﹤0.01% | 5298 |
|
|
2020
Q3 | $71K | Sell |
8,847
-4,278
| -33% | -$37.9K | ﹤0.01% | 5405 |
|
|
2020
Q2 | $120K | Sell |
13,125
-7,965
| -38% | -$67.7K | ﹤0.01% | 5160 |
|
|
2020
Q1 | $180K | Sell |
21,090
-14,889
| -41% | -$178K | ﹤0.01% | 4804 |
|
|
2019
Q4 | $587K | Buy |
35,979
+14,154
| +65% | +$199K | ﹤0.01% | 4691 |
|
|
2019
Q3 | $284K | Buy |
21,825
+15,204
| +230% | +$189K | ﹤0.01% | 4984 |
|
|
2019
Q2 | $84K | Buy |
6,621
+6,594
| +24,422% | +$73.4K | ﹤0.01% | 5503 |
|
|
2019
Q1 | $0 | Sell |
27
-9,501
| -100% | -$93.4K | ﹤0.01% | 8059 |
|
|
2018
Q4 | $79K | Buy |
9,528
+126
| +1% | +$1.25K | ﹤0.01% | 5740 |
|
|
2018
Q3 | $113K | Buy |
9,402
+3,105
| +49% | +$38.5K | ﹤0.01% | 5495 |
|
|
2018
Q2 | $73K | Buy |
6,297
+3,564
| +130% | +$39.2K | ﹤0.01% | 5684 |
|
|
2018
Q1 | $24K | Sell |
2,733
-1,155
| -30% | -$11.3K | ﹤0.01% | 6282 |
|
|
2017
Q4 | $37K | Sell |
3,888
-645
| -14% | -$6.17K | ﹤0.01% | 6084 |
|
|
2017
Q3 | $45K | Buy |
4,533
+4,059
| +856% | +$41.3K | ﹤0.01% | 5867 |
|
|
2017
Q2 | $5K | Sell |
474
-966
| -67% | -$10.7K | ﹤0.01% | 7127 |
|
|
2017
Q1 | $17K | Sell |
1,440
-7,053
| -83% | -$83.9K | ﹤0.01% | 6269 |
|
|
2016
Q4 | $110K | Buy |
8,493
+3,936
| +86% | +$52K | ﹤0.01% | 5225 |
|
|
2016
Q3 | $61K | Buy |
4,557
+2,013
| +79% | +$25.7K | ﹤0.01% | 5348 |
|
|
2016
Q2 | $34K | Sell |
2,544
-222
| -8% | -$2.49K | ﹤0.01% | 5843 |
|
|
2016
Q1 | $28K | Sell |
2,766
-228
| -8% | -$2.01K | ﹤0.01% | 5944 |
|
|
2015
Q4 | $26K | Sell |
2,994
-3,822
| -56% | -$39.6K | ﹤0.01% | 6470 |
|
|
2015
Q3 | $69K | Buy |
6,816
+1,347
| +25% | +$13.3K | ﹤0.01% | 5531 |
|
|
2015
Q2 | $64K | Buy |
5,469
+783
| +17% | +$9.35K | ﹤0.01% | 5784 |
|
|
2015
Q1 | $53K | Buy |
4,686
+2,013
| +75% | +$24.7K | ﹤0.01% | 5983 |
|
|
2014
Q4 | $44K | Buy |
+2,673
| New | +$39.7K | ﹤0.01% | 6654 |
|
Other funds holding POWL
VCM
VPM
