Envestnet Asset Management’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 | $3.46M | Buy |
248,861
+36,595
| +17% | +$509K | ﹤0.01% | 2460 |
|
|
2025
Q1 | $2.14M | Buy |
212,266
+23,341
| +12% | +$235K | ﹤0.01% | 2690 |
|
|
2024
Q4 | $2.41M | Sell |
188,925
-8,720
| -4% | -$111K | ﹤0.01% | 2576 |
|
|
2024
Q3 | $2.66M | Buy |
197,645
+26,070
| +15% | +$351K | ﹤0.01% | 2486 |
|
|
2024
Q2 | $1.34M | Buy |
171,575
+6,091
| +4% | +$47.7K | ﹤0.01% | 2833 |
|
|
2024
Q1 | $1.23M | Buy |
165,484
+17,714
| +12% | +$131K | ﹤0.01% | 2896 |
|
|
2023
Q4 | $680K | Sell |
147,770
-5,502
| -4% | -$25.3K | ﹤0.01% | 3166 |
|
|
2023
Q3 | $696K | Buy |
153,272
+99,353
| +184% | +$451K | ﹤0.01% | 3063 |
|
|
2023
Q2 | $332K | Buy |
53,919
+616
| +1% | +$3.79K | ﹤0.01% | 3434 |
|
|
2023
Q1 | $431K | Buy |
53,303
+8,000
| +18% | +$64.6K | ﹤0.01% | 3242 |
|
|
2022
Q4 | $414K | Sell |
45,303
-604
| -1% | -$5.52K | ﹤0.01% | 3206 |
|
|
2022
Q3 | $368K | Buy |
45,907
+7,890
| +21% | +$63.2K | ﹤0.01% | 3226 |
|
|
2022
Q2 | $412K | Buy |
38,017
+771
| +2% | +$8.36K | ﹤0.01% | 3169 |
|
|
2022
Q1 | $451K | Buy |
37,246
+3,094
| +9% | +$37.5K | ﹤0.01% | 3180 |
|
|
2021
Q4 | $474K | Buy |
+34,152
| New | +$474K | ﹤0.01% | 3104 |
|