Allworth Financial’s Perimeter Solutions PRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Hold |
5,181
| – | – | ﹤0.01% | 1715 |
|
|
2025
Q1 | $53.1K | Hold |
5,181
| – | – | ﹤0.01% | 1514 |
|
|
2024
Q4 | $72.1K | Hold |
5,181
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q3 | $69.7K | Buy |
5,181
+29
| +0.6% | +$390 | ﹤0.01% | 1240 |
|
|
2024
Q2 | $43.6K | Buy |
5,152
+373
| +8% | +$3.16K | ﹤0.01% | 1440 |
|
|
2024
Q1 | $35.5K | Sell |
4,779
-39
| -0.8% | -$289 | ﹤0.01% | 1456 |
|
|
2023
Q4 | $22.2K | Buy |
4,818
+4,747
| +6,686% | +$21.8K | ﹤0.01% | 1589 |
|
|
2023
Q3 | $323 | Buy |
+71
| New | +$323 | ﹤0.01% | 3152 |
|