Transform Wealth, LLC’s Powell Inds Inc Position
Does Transform Wealth, LLC own Powell Inds Inc (POWL)? Yes — 1.63M shares worth $277M (+16.79% of its 13F portfolio) as of Q1 2025, down from 1.63M shares the prior filed quarter.
Position Value
$277M
Q1 2025
Shares
1.63M
% of Portfolio
+16.79%
Quarters Held
25
currently held
Position History POWL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 1.63M | $277M | +16.79% |
| Q4 2024 | 1.63M | $361M | +20.02% |
| Q3 2024 | 1.67M | $372M | +24.61% |
| Q2 2024 | 1.67M | $240M | +18.02% |
| Q1 2024 | 6.4K | $915,559 | +0.09% |
| Q4 2023 | 13.8K | $1M | +0.12% |
| Q3 2023 | 14.6K | $1M | +0.13% |
| Q2 2023 | 14.1K | $853,350 | +0.08% |
| Q1 2023 | 9.1K | $386,888 | +0.04% |
| Q4 2022 | 9.1K | $319,575 | +0.04% |
| Q2 2022 | 9.1K | $212,000 | +0.03% |
| Q1 2022 | 2.53M | $49M | +5.52% |
| Q4 2021 | 2.53M | $75M | +7.81% |
| Q3 2021 | 2.53M | $62M | +7.14% |
| Q2 2021 | 159.1K | $5M | +0.60% |
| Q1 2021 | 159.1K | $5M | +1.08% |
| Q4 2020 | 159.1K | $5M | +0.98% |
| Q3 2020 | 159.1K | $4M | +0.62% |
| Q2 2020 | 159.1K | $4M | +0.75% |
| Q1 2020 | 159.1K | $4M | +0.87% |
| Q4 2019 | 159.1K | $8M | +1.24% |
| Q3 2019 | 159.1K | $6M | +1.11% |
| Q2 2019 | 159.7K | $6M | +0.89% |
| Q1 2019 | 159.8K | $4M | +0.79% |
| Q4 2018 | 159.8K | $4M | +0.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of POWL.