Corient Private Wealth’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 | $46.1M | Sell |
3,312,008
-112,105
| -3% | -$1.56M | 0.05% | 270 |
|
|
2025
Q1 | $34.5M | Buy |
3,424,113
+154,914
| +5% | +$1.56M | 0.06% | 289 |
|
|
2024
Q4 | $41.8M | Buy |
+3,269,199
| New | +$41.8M | 0.07% | 253 |
|
|
2023
Q3 | – | Sell |
-477,910
| Closed | -$2.94M | – | 2199 |
|
|
2023
Q2 | $2.94M | Buy |
+477,910
| New | +$2.94M | 0.01% | 782 |
|