Mount Yale Investment Advisors’s Primo Water Corporation PRMW Stock Holding History

Mount Yale Investment Advisors’s Portfolio PRMW Stock Details PRMW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13,963	Closed	-$353K	–	625
2024 Q3	$353K	Sell	13,963 -61	-0.4%	-$1.36K	0.03%	393
2024 Q2	$307K	Sell	14,024 -4,404	-24%	-$90.5K	0.02%	429
2024 Q1	$336K	Sell	18,428 -359	-2%	-$5.65K	0.03%	423
2023 Q4	$283K	Sell	18,787 -191	-1%	-$2.73K	0.03%	424
2023 Q3	$262K	Buy	18,978 +2,024	+12%	+$28.9K	0.03%	415
2023 Q2	$213K	Sell	16,954 -1,250	-7%	-$17.5K	0.02%	457
2023 Q1	$279K	Buy	+18,204	New	+$279K	0.03%	396

Other funds holding PRMW

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Mount Yale Investment Advisors's PRMW Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of Primo Water Corporation (PRMW) in Q4 2024, closing a stake of 13,963 shares — an estimated $353K sold.

Mount Yale Investment Advisors first reported a position in PRMW in Q1 2023 and held it in 7 quarters. The position peaked at $353K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRMW as of Q4 2024.

Mount Yale Investment Advisors reported no remaining Primo Water Corporation position as of Q4 2024 after selling out during the quarter.
Mount Yale Investment Advisors sold 13,963 Primo Water Corporation shares in Q4 2024, an estimated $353K.
Mount Yale Investment Advisors first reported a position in Primo Water Corporation in Q1 2023 and held it in 7 quarters.
Mount Yale Investment Advisors's Primo Water Corporation position peaked at $353K in Q3 2024.
1 fund tracked by Wall St. Rank held Primo Water Corporation as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.