Number of Shares
2,466.00
Current Holdings Value*
$420,030.00
% of Portfolio
0.18%
Total Estimate Gain
$29,345.40
% of Total Estimate Gain
5.69%

Wealth Management Associates, Inc.'s Powell Industries Inc Holding Summary

As of 2025-03-31, Wealth Management Associates, Inc. held 2,466.00 shares of Powell Industries Inc(POWL), totaling $420,030.00. This investment constitutes 0.18% of their stock portfolio, and Wealth Management Associates, Inc. now holds 0.02% of the outstanding Powell Industries Inc(POWL) stock.

The initial trade took place in 2025Q1. And since then Wealth Management Associates, Inc. has made 1 purchases of POWL, at an average price of $209.11, for a total of 2,466.00 shares. Based on historical transaction data and POWL's current price of $221.01, Wealth Management Associates, Inc.'s estimated gain on his POWL holdings is $29,345.40, reflecting a 5.69% gain to date.

Wealth Management Associates, Inc. POWL ($221.01) Holding Chart

Wealth Management Associates, Inc. POWL ($221.01) 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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