PWA
Primoris Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Buy |
14,067
+12,155
| +636% | +$3.71M | 2.93% | 9 |
|
|
2025
Q1 | $558K | Buy |
1,912
+199
| +12% | +$58.1K | 0.43% | 56 |
|
|
2024
Q4 | $415K | Sell |
1,713
-14,462
| -89% | -$3.5M | 0.32% | 61 |
|
|
2024
Q3 | $3.93M | Buy |
16,175
+2,095
| +15% | +$509K | 2.85% | 10 |
|
|
2024
Q2 | $3.03M | Buy |
14,080
+2,240
| +19% | +$482K | 2.42% | 13 |
|
|
2024
Q1 | $2.44M | Sell |
11,840
-2,100
| -15% | -$432K | 1.95% | 17 |
|
|
2023
Q4 | $2.66M | Buy |
13,940
+1,980
| +17% | +$379K | 2.51% | 13 |
|
|
2023
Q3 | $2.05M | Sell |
11,960
-1,795
| -13% | -$308K | 2.48% | 14 |
|
|
2023
Q2 | $2.45M | Sell |
13,755
-100
| -0.7% | -$17.8K | 2.69% | 12 |
|
|
2023
Q1 | $2.54M | Buy |
13,855
+10,100
| +269% | +$1.85M | 3.12% | 8 |
|
|
2022
Q4 | $637K | Sell |
3,755
-1,375
| -27% | -$233K | 0.98% | 27 |
|
|
2022
Q3 | $794K | Buy |
5,130
+680
| +15% | +$105K | 1.42% | 21 |
|
|
2022
Q2 | $749K | Buy |
+4,450
| New | +$749K | 1.08% | 31 |
|