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Wealth Management Associates’s Powell Industries POWL Stock Holding History

Wealth Management Associates’s Portfolio POWL Stock Details POWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,398
Closed -$420K – 225
2025
Q1 		$420K Buy
+7,398
New +$516K 0.18% 109

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OAM
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Wealth Management Associates's POWL Position: Q2 2025 in Review

Wealth Management Associates sold out of Powell Industries (POWL) in Q2 2025, closing a stake of 7,398 shares — an estimated $420K sold.

Wealth Management Associates first reported a position in POWL in Q1 2025 and held it in 1 quarter. The position peaked at $420K in Q1 2025. 374 funds tracked by Wall St. Rank hold POWL as of Q2 2025.

  • Wealth Management Associates reported no remaining Powell Industries position as of Q2 2025 after selling out during the quarter.
  • Wealth Management Associates sold 7,398 Powell Industries shares in Q2 2025, an estimated $420K.
  • Wealth Management Associates first reported a position in Powell Industries in Q1 2025 and held it in 1 quarter.
  • Wealth Management Associates's Powell Industries position peaked at $420K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Powell Industries as of Q2 2025.

Based on Wealth Management Associates's 13F filing for Q2 2025, filed 4 Aug 2025.