J.P. Morgan Private Wealth Advisors’s Primoris Services PRIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $342K | Sell |
10,460
-728
| -7% | -$23.8K | ﹤0.01% | 1407 |
|
|
2023
Q2 | $341K | Sell |
11,188
-1,310
| -10% | -$39.9K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $308K | Buy |
12,498
+2,564
| +26% | +$63.2K | ﹤0.01% | 1665 |
|
|
2022
Q4 | $218K | Buy |
+9,934
| New | +$218K | ﹤0.01% | 1785 |
|
|
2022
Q3 | – | Sell |
-11,585
| Closed | -$252K | – | 1967 |
|
|
2022
Q2 | $252K | Buy |
11,585
+562
| +5% | +$12.2K | ﹤0.01% | 1737 |
|
|
2022
Q1 | $263K | Buy |
+11,023
| New | +$263K | ﹤0.01% | 1805 |
|
|
2021
Q4 | – | Sell |
-10,411
| Closed | -$255K | – | 2033 |
|
|
2021
Q3 | $255K | Buy |
10,411
+271
| +3% | +$6.64K | ﹤0.01% | 1763 |
|
|
2021
Q2 | $298K | Buy |
10,140
+859
| +9% | +$25.2K | ﹤0.01% | 1679 |
|
|
2021
Q1 | $307K | Sell |
9,281
-531
| -5% | -$17.6K | ﹤0.01% | 1518 |
|
|
2020
Q4 | $271K | Sell |
9,812
-732
| -7% | -$20.2K | ﹤0.01% | 1540 |
|
|
2020
Q3 | $190K | Buy |
10,544
+192
| +2% | +$3.46K | ﹤0.01% | 1527 |
|
|
2020
Q2 | $184K | Buy |
+10,352
| New | +$184K | ﹤0.01% | 1469 |
|