Transform Wealth, LLC Powell Industries Inc Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Powell Industries Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 1,627,909 shares of POWL stock, worth $306 Million. This represents 17.35% of its overall portfolio holdings.

Number of Shares

1,627,909

Previous 1,628,009 0.01%

Holding current value

$306 Million

Previous $361 Million 23.16%

% of portfolio

17.35%

Previous 20.64%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$155.56 - $311.38 $15,556 - $31,138	-100 Reduced 0.01%	1,627,909 $277 Million
Q4 2024 Jan 16, 2025	SELL	$221.65 - $352.37 $10.1 Million - $16.1 Million	-45,750 Reduced 2.73%	1,628,009 $361 Million
Q3 2024 Oct 15, 2024	SELL	$130.27 - $221.99 $52,498 - $89,461	-403 Reduced 0.02%	1,673,759 $372 Million
Q2 2024 Jul 15, 2024	BUY	$123.44 - $206.14 $206 Million - $344 Million	1,667,728 Added 25920.55%	1,674,162 $240 Million
Q1 2024 Apr 15, 2024	SELL	$76.83 - $185.24 $562,165 - $1.36 Million	-7,317 Reduced 53.21%	6,434 $915,000
Q4 2023 Jan 18, 2024	SELL	$72.87 - $96.04 $60,700 - $80,001	-833 Reduced 5.71%	13,751 $1.22 Million
Q3 2023 Oct 10, 2023	BUY	$58.42 - $86.71 $29,210 - $43,355	500 Added 3.55%	14,584 $1.21 Million
Q2 2023 Jul 13, 2023	BUY	$39.03 - $62.95 $195,150 - $314,750	5,000 Added 55.04%	14,084 $853,000
Q4 2022 Jan 12, 2023	BUY	$20.75 - $37.29 $188,493 - $338,742	9,084 New	9,084 $0
Q2 2022 Jul 15, 2022	SELL	$18.91 - $29.44 $47.7 Million - $74.3 Million	-2,525,071 Reduced 99.64%	9,084 $212,000
Q3 2021 Oct 15, 2021	BUY	$23.25 - $30.97 $55.2 Million - $73.6 Million	2,375,075 Added 1493.01%	2,534,155 $62.3 Million
Q3 2019 Oct 24, 2019	SELL	$34.65 - $40.86 $19,889 - $23,453	-574 Reduced 0.36%	159,080 $6.23 Million
Q2 2019 Jul 30, 2019	SELL	$27.1 - $38.0 $2,710 - $3,800	-100 Reduced 0.06%	159,654 $6.07 Million
Q3 2018 Oct 25, 2018	SELL	$33.6 - $40.66 $320,745 - $388,140	-9,546 Reduced 5.64%	159,754 $5.79 Million
Q4 2017 Feb 08, 2018	BUY	$26.85 - $30.59 $4.55 Million - $5.18 Million	169,300	169,300 $4.85 Million

Others Institutions Holding POWL

# of Institutions

370

Shares Held

11.7M

Call Options Held

499K

Put Options Held

406K

View Full List

About POWELL INDUSTRIES INC

Ticker POWL
Exchange NASDAQ
Sector Industrials
Industry Electrical Equipment & Parts
Shares Outstandng 11,782,000
Market Cap $2.22B
Description
Powell Industries, Inc., together with its subsidiaries, designs, develops, manufactures, sells, and services custom-engineered equipment and systems for the distribution, control, and monitoring of electrical energy. The company's principal products include integrated power control room substations, custom-engineered modules, electrical houses,...

More about POWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Powell Industries Inc Transaction History