Primoris Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$3.48M Sell
2025
Q3
$2.39M Sell
2025
Q2
$2.55M Buy
2025
Q1
$573K Buy
2024
Q4
$386K Sell
2024
Q3
$585K Sell
2024
Q2
$843K Buy
2024
Q1
$419K Sell
2023
Q4
$524K Sell
2023
Q3
$534K Sell
2023
Q2
$970K Buy
2023
Q1
$697K Buy
2022
Q4
$675K Sell
2022
Q3
$543K Sell
2022
Q2
$984K Sell
2022
Q1
$4.92M Buy