Phillips Wealth Planners’s Primo Water Corporation PRMW Stock Holding History

Phillips Wealth Planners’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	-7,946	Closed	-$214K	–	201
2024 Q3	$214K	Buy	+7,946	New	+$178K	0.2%	179

Other funds holding PRMW

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Phillips Wealth Planners's PRMW Position: Q4 2024 in Review

Phillips Wealth Planners sold out of Primo Water Corporation (PRMW) in Q4 2024, closing a stake of 7,946 shares — an estimated $214K sold.

Phillips Wealth Planners first reported a position in PRMW in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 1 fund tracked by Wall St. Rank holds PRMW as of Q4 2024.

Phillips Wealth Planners reported no remaining Primo Water Corporation position as of Q4 2024 after selling out during the quarter.
Phillips Wealth Planners sold 7,946 Primo Water Corporation shares in Q4 2024, an estimated $214K.
Phillips Wealth Planners first reported a position in Primo Water Corporation in Q3 2024 and held it in 1 quarter.
Phillips Wealth Planners's Primo Water Corporation position peaked at $214K in Q3 2024.
1 fund tracked by Wall St. Rank held Primo Water Corporation as of Q4 2024.

Based on Phillips Wealth Planners's 13F filing for Q4 2024, filed 17 Jan 2025.