Transform Wealth, LLC Powell Industries Inc Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Powell Industries Inc stock. As of the latest transaction made, Transform Wealth, LLC holds 1,628,009 shares of POWL stock, worth $390 Million. This represents 20.64% of its overall portfolio holdings.

Number of Shares

1,628,009

Previous 1,673,759 2.73%

Holding current value

$390 Million

Previous $372 Million 2.88%

% of portfolio

20.64%

Previous 25.39%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

343

Shares Held

10.5M

Call Options Held

276K

Put Options Held

211K

View Full List

About POWELL INDUSTRIES INC

Ticker POWL
Exchange NASDAQ
Sector Industrials
Industry Electrical Equipment & Parts
Shares Outstandng 11,782,000
Market Cap $2.83B
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,...

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Transform Wealth, LLC Powell Industries Inc Transaction History