Ownership history in Transform Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Transform 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 1,627,909 | -100 | -0.0% | 16.79% | $277.3M | $169.68 |
| 2024 Q4 | REDUCED | 1,628,009 | -45,750 | -2.7% | 20.02% | $360.8M | $220.51 |
| 2024 Q3 | REDUCED | 1,673,759 | -403 | -0.0% | 24.61% | $371.6M | $220.67 |
| 2024 Q2 | ADDED | 1,674,162 | +1,667,728 | +25920.5% | 18.02% | $240.1M | $142.31 |
| 2024 Q1 | REDUCED | 6,434 | -7,317 | -53.2% | 0.09% | $916K | $140.99 |
| 2023 Q4 | REDUCED | 13,751 | -833 | -5.7% | 0.12% | $1.2M | $87.43 |
| 2023 Q3 | ADDED | 14,584 | +500 | +3.6% | 0.13% | $1.2M | $81.73 |
| 2023 Q2 | ADDED | 14,084 | +5,000 | +55.0% | 0.08% | $853K | $59.54 |
| 2023 Q1 | UNCHANGED | 9,084 | — | 0% | 0.04% | $387K | $41.66 |
| 2022 Q4 | UNCHANGED | 9,084 | — | 0% | 0.04% | $320K | $34.20 |
As of 2025 Q4 — sorted by position size