GWM
Gitterman Wealth Management’s Perimeter Solutions PRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
13,083
+316
| +2% | +$4.4K | 0.04% | 163 |
|
|
2025
Q1 | $129K | Sell |
12,767
-3,622
| -22% | -$36.5K | 0.03% | 128 |
|
|
2024
Q4 | $209K | Sell |
16,389
-1,966
| -11% | -$25.1K | 0.09% | 111 |
|
|
2024
Q3 | $247K | Buy |
18,355
+738
| +4% | +$9.93K | 0.1% | 86 |
|
|
2024
Q2 | $138K | Sell |
17,617
-5,745
| -25% | -$45K | 0.05% | 108 |
|
|
2024
Q1 | $173K | Buy |
23,362
+3,195
| +16% | +$23.7K | 0.07% | 96 |
|
|
2023
Q4 | $92.8K | Buy |
20,167
+2,057
| +11% | +$9.46K | 0.04% | 88 |
|
|
2023
Q3 | $82.2K | Buy |
18,110
+6,343
| +54% | +$28.8K | 0.04% | 81 |
|
|
2023
Q2 | $72.4K | Sell |
11,767
-262
| -2% | -$1.61K | 0.03% | 82 |
|
|
2023
Q1 | $97.2K | Buy |
+12,029
| New | +$97.2K | 0.05% | 83 |
|