Creative Planning’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.7M | Buy |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $881K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $41K | Sell |
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|
2014
Q4 | $303K | Sell |
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|
2014
Q3 | $1.05M | Sell |
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|
2014
Q2 | $1.83M | Sell |
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|
2014
Q1 | $2.74M | Sell |
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|
2013
Q4 | $3.05M | Sell |
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|
2013
Q3 | $2.95M | Sell |
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|
2013
Q2 | $2.78M | Buy |
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