CWM
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Congress Wealth Management’s Primoris Services PRIM Stock Holding History

Congress Wealth Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.14M Buy
91,649
+2,474
+3% +$193K 0.07% 316
2025
Q1 		$5.12M Buy
89,175
+16,136
+22% +$926K 0.06% 327
2024
Q4 		$5.58M Buy
+73,039
New +$5.58M 0.08% 273