Primoris Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $85.6K | Sell |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $121K | Sell |
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $156K | Buy |
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|
2024
Q2 | $149K | Buy |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $139K | Sell |
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|
2023
Q3 | $135K | Buy |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q4 | $124K | Sell |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $155K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $175K | Buy |
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