Creative Planning’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 | $502K | Sell |
36,052
-4,520
| -11% | -$62.9K | ﹤0.01% | 2465 |
|
|
2025
Q1 | $409K | Buy |
40,572
+1,929
| +5% | +$19.4K | ﹤0.01% | 2478 |
|
|
2024
Q4 | $494K | Buy |
38,643
+4,200
| +12% | +$53.7K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $463K | Buy |
34,443
+7,006
| +26% | +$94.2K | ﹤0.01% | 2175 |
|
|
2024
Q2 | $215K | Buy |
27,437
+3,409
| +14% | +$26.7K | ﹤0.01% | 2613 |
|
|
2024
Q1 | $178K | Buy |
24,028
+5,688
| +31% | +$42.2K | ﹤0.01% | 2591 |
|
|
2023
Q4 | $84.4K | Buy |
18,340
+1,445
| +9% | +$6.65K | ﹤0.01% | 2576 |
|
|
2023
Q3 | $76.7K | Buy |
+16,895
| New | +$76.7K | ﹤0.01% | 2414 |
|