Wellington Management Group’s Powell Industries POWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-135,313
| Closed | -$30M | – | 1992 |
|
|
2024
Q3 | $30M | Buy |
+135,313
| New | +$30M | 0.01% | 845 |
|
|
2023
Q3 | – | Sell |
-12,300
| Closed | -$745K | – | 1871 |
|
|
2023
Q2 | $745K | Buy |
+12,300
| New | +$745K | ﹤0.01% | 1640 |
|
|
2015
Q1 | – | Sell |
-107,700
| Closed | -$5.29M | – | 2211 |
|
|
2014
Q4 | $5.29M | Hold |
107,700
| – | – | ﹤0.01% | 1425 |
|
|
2014
Q3 | $4.4M | Buy |
+107,700
| New | +$4.4M | ﹤0.01% | 1473 |
|
|
2014
Q2 | – | Sell |
-5,000
| Closed | -$324K | – | 2211 |
|
|
2014
Q1 | $324K | Buy |
+5,000
| New | +$324K | ﹤0.01% | 2053 |
|