Wealth Management Associates, Inc. POWL Holdings History
Number of Shares
2,466.00
Current Holdings Value*
$420,030.00
% of Portfolio
0.18%
Total Estimate Gain
$54,942.48
% of Total Estimate Gain
10.65%
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 $231.39, Wealth Management Associates, Inc.'s estimated gain on his POWL holdings is $54,942.48, reflecting a 10.65% gain to date.
Wealth Management Associates, Inc. POWL ($231.39) Holding Chart
Wealth Management Associates, Inc. POWL ($231.39) 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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