Carson Wealth (CWM LLC)’s Perimeter Solutions PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84K | Sell |
6,003
-4,405
| -42% | -$61.6K | ﹤0.01% | 2866 |
|
|
2025
Q1 | $105K | Sell |
10,408
-2,607
| -20% | -$26.3K | ﹤0.01% | 2387 |
|
|
2024
Q4 | $166K | Buy |
13,015
+764
| +6% | +$9.74K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $165K | Buy |
12,251
+2,276
| +23% | +$30.7K | ﹤0.01% | 1862 |
|
|
2024
Q2 | $78K | Buy |
9,975
+456
| +5% | +$3.57K | ﹤0.01% | 2155 |
|
|
2024
Q1 | $71K | Buy |
9,519
+19
| +0.2% | +$142 | ﹤0.01% | 2080 |
|
|
2023
Q4 | $44K | Buy |
+9,500
| New | +$44K | ﹤0.01% | 2250 |
|