Transform Wealth, LLC POWL Holdings History
Transform Wealth, LLC's Powell Industries Inc Holding Summary
As of 2025-03-31, Transform Wealth, LLC held 1.63 Mil shares of Powell Industries Inc(POWL), totaling $277.28 Mil. This investment constitutes 16.79% of their stock portfolio, and Transform Wealth, LLC now holds 13.5% of the outstanding Powell Industries Inc(POWL) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 5 purchases of POWL, at an average price of $78.38, for a total of 4.23 Mil shares. In addition, there have been 10 sales at an average price of $28.11 for 2.60 Mil shares. Based on historical transaction data and POWL's current price of $228.25, Transform Wealth, LLC's estimated gain on his POWL holdings is $113.36 Mil, reflecting a 34.22% gain to date.
Transform Wealth, LLC POWL ($228.25) Holding Chart
Transform Wealth, LLC POWL ($228.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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