Carson Wealth (CWM LLC)’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Buy |
6,599
+1,071
| +19% | +$83.4K | ﹤0.01% | 1576 |
|
|
2025
Q1 | $317K | Buy |
5,528
+3,220
| +140% | +$185K | ﹤0.01% | 1635 |
|
|
2024
Q4 | $176K | Buy |
2,308
+802
| +53% | +$61.2K | ﹤0.01% | 1908 |
|
|
2024
Q3 | $87K | Buy |
1,506
+411
| +38% | +$23.7K | ﹤0.01% | 2288 |
|
|
2024
Q2 | $55K | Buy |
1,095
+220
| +25% | +$11.1K | ﹤0.01% | 2415 |
|
|
2024
Q1 | $37K | Buy |
875
+20
| +2% | +$846 | ﹤0.01% | 2503 |
|
|
2023
Q4 | $28K | Buy |
855
+393
| +85% | +$12.9K | ﹤0.01% | 2563 |
|
|
2023
Q3 | $15K | Buy |
462
+107
| +30% | +$3.47K | ﹤0.01% | 2885 |
|
|
2023
Q2 | $11K | Hold |
355
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q1 | $9K | Hold |
355
| – | – | ﹤0.01% | 3029 |
|
|
2022
Q4 | $8K | Buy |
355
+149
| +72% | +$3.36K | ﹤0.01% | 2949 |
|
|
2022
Q3 | $3K | Buy |
206
+7
| +4% | +$102 | ﹤0.01% | 3344 |
|
|
2022
Q2 | $4K | Hold |
199
| – | – | ﹤0.01% | 3114 |
|
|
2022
Q1 | $5K | Buy |
+199
| New | +$5K | ﹤0.01% | 2851 |
|