Geneos Wealth Management’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2K | Sell |
41
-82
| -67% | -$6.39K | ﹤0.01% | 2703 |
|
|
2025
Q1 | $7.06K | Buy |
123
+62
| +102% | +$3.56K | ﹤0.01% | 2673 |
|
|
2024
Q4 | $4.66K | Hold |
61
| – | – | ﹤0.01% | 2360 |
|
|
2024
Q3 | $3.54K | Buy |
+61
| New | +$3.54K | ﹤0.01% | 2169 |
|
|
2018
Q1 | – | Sell |
-97
| Closed | -$2K | – | 2225 |
|
|
2017
Q4 | $2K | Hold |
97
| – | – | ﹤0.01% | 2049 |
|
|
2017
Q3 | $2K | Hold |
97
| – | – | ﹤0.01% | 1995 |
|
|
2017
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 1948 |
|
|
2017
Q1 | $2K | Sell |
97
-110
| -53% | -$2.27K | ﹤0.01% | 1915 |
|
|
2016
Q4 | $4K | Hold |
207
| – | – | ﹤0.01% | 1700 |
|
|
2016
Q3 | $4K | Buy |
+207
| New | +$4K | ﹤0.01% | 1642 |
|