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PRIM icon

NewEdge Advisors’s Primoris Services PRIM Stock Holding History

NewEdge Advisors’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.5K Sell
430
-64
-13% -$9.37K ﹤0.01% 2882
2025
Q4 		$61.3K Sell
494
-1,577
-76% -$206K ﹤0.01% 2907
2025
Q3 		$284K Buy
2,071
+108
+6% +$11.6K ﹤0.01% 2207
2025
Q2 		$153K Buy
1,963
+1,206
+159% +$81.7K ﹤0.01% 2295
2025
Q1 		$43.5K Buy
757
+194
+34% +$14K ﹤0.01% 2602
2024
Q4 		$43K Buy
563
+4
+0.7% +$292 ﹤0.01% 2571
2024
Q3 		$32.5K Sell
559
-1,550
-73% -$82.7K ﹤0.01% 2567
2024
Q2 		$105K Sell
2,109
-3,281
-61% -$162K ﹤0.01% 2099
2024
Q1 		$229K Sell
5,390
-1,183
-18% -$43.7K ﹤0.01% 1777
2023
Q4 		$218K Sell
6,573
-7
-0.1% -$218 ﹤0.01% 1677
2023
Q3 		$215K Sell
6,580
-20
-0.3% -$654 ﹤0.01% 1604
2023
Q2 		$201K Buy
+6,600
New +$177K ﹤0.01% 1635

Other funds holding PRIM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return