POWL POWELL INDS INC

Ownership history in Quantum Private Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Quantum Private Wealth, LLC reported a position in POWELL INDS INC (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.25% (2025 Q4)
Avg. % of fund
0.79%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,424 +1,025 +8.3% 1.25% $4.3M $318.63
2025 Q3 ADDED 12,399 +1,830 +17.3% 1.10% $3.8M $304.41
2025 Q2 ADDED 10,569 +1,548 +17.2% 0.72% $2.2M $209.95
2025 Q1 ADDED 9,021 +4,522 +100.5% 0.58% $1.5M $169.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    POWL price (monthly, adj. close)
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