Primoris Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.47M | Hold |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.36M | Hold |
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|
2024
Q1 | $1.31M | Hold |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $855K | Sell |
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|
2023
Q2 | $906K | Sell |
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|
2023
Q1 | $842K | Hold |
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|
2022
Q4 | $787K | Hold |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $923K | Hold |
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|
2021
Q4 | $971K | Buy |
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