Carson Wealth (CWM LLC)’s Primoris Services PRIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	8,993 +23	+0.3%	+$3.37K	﹤0.01%	1399
2025 Q4	$1.11M	Buy	8,970 +96	+1%	+$12.5K	﹤0.01%	1430
2025 Q3	$1.22M	Buy	8,874 +2,275	+34%	+$244K	﹤0.01%	1299
2025 Q2	$514K	Buy	6,599 +1,071	+19%	+$72.6K	﹤0.01%	1577
2025 Q1	$317K	Buy	5,528 +3,220	+140%	+$233K	﹤0.01%	1637
2024 Q4	$176K	Buy	2,308 +802	+53%	+$58.6K	﹤0.01%	1910
2024 Q3	$87K	Buy	1,506 +411	+38%	+$21.9K	﹤0.01%	2290
2024 Q2	$55K	Buy	1,095 +220	+25%	+$10.9K	﹤0.01%	2417
2024 Q1	$37K	Buy	875 +20	+2%	+$738	﹤0.01%	2505
2023 Q4	$28K	Buy	855 +393	+85%	+$12.3K	﹤0.01%	2565
2023 Q3	$15K	Buy	462 +107	+30%	+$3.5K	﹤0.01%	2887
2023 Q2	$11K	Hold	355	–	–	﹤0.01%	3029
2023 Q1	$9K	Hold	355	–	–	﹤0.01%	3031
2022 Q4	$8K	Buy	355 +149	+72%	+$3.01K	﹤0.01%	2952
2022 Q3	$3K	Buy	206 +7	+4%	+$146	﹤0.01%	3350
2022 Q2	$4K	Hold	199	–	–	﹤0.01%	3120
2022 Q1	$5K	Buy	+199	New	+$5.12K	﹤0.01%	2860