Whittier Trust’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	$13.1K	Hold	210	–	–	﹤0.01%	1080
2025 Q4	$25.2K	Hold	210	–	–	﹤0.01%	988
2025 Q3	$21.3K	Buy	+210	New	+$17.8K	﹤0.01%	990
2023 Q4	–	Sell	-30,000	Closed	-$829K	–	1637
2023 Q3	$829K	Hold	30,000	–	–	0.01%	375
2023 Q2	$606K	Hold	30,000	–	–	0.01%	431
2023 Q1	$426K	Hold	30,000	–	–	0.01%	491
2022 Q4	$352K	Hold	30,000	–	–	0.01%	527
2022 Q3	$211K	Hold	30,000	–	–	﹤0.01%	626
2022 Q2	$234K	Hold	30,000	–	–	﹤0.01%	603
2022 Q1	$194K	Hold	30,000	–	–	﹤0.01%	682
2021 Q4	$295K	Hold	30,000	–	–	﹤0.01%	591
2021 Q3	$246K	Hold	30,000	–	–	﹤0.01%	603
2021 Q2	$310K	Hold	30,000	–	–	0.01%	569
2021 Q1	$339K	Hold	30,000	–	–	0.01%	537
2020 Q4	$295K	Hold	30,000	–	–	0.01%	519
2020 Q3	$241K	Hold	30,000	–	–	0.01%	537
2020 Q2	$274K	Hold	30,000	–	–	0.01%	490
2020 Q1	$257K	Hold	30,000	–	–	0.01%	471
2019 Q4	$490K	Hold	30,000	–	–	0.01%	404
2019 Q3	$391K	Hold	30,000	–	–	0.01%	436
2019 Q2	$380K	Hold	30,000	–	–	0.01%	434
2019 Q1	$265K	Hold	30,000	–	–	0.01%	480
2018 Q4	$250K	Buy	+30,000	New	+$297K	0.01%	470