Schubert & Co’s Primoris Services PRIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,946
-1,599
| -29% | -$125K | 0.22% | 53 |
|
|
2025
Q1 | $318K | Sell |
5,545
-1,324
| -19% | -$76K | 0.22% | 45 |
|
|
2024
Q4 | $525K | Buy |
6,869
+14
| +0.2% | +$1.07K | 0.35% | 35 |
|
|
2024
Q3 | $398K | Buy |
+6,855
| New | +$398K | 0.28% | 37 |
|
|
2023
Q2 | – | Sell |
-15
| Closed | -$370 | – | 1142 |
|
|
2023
Q1 | $370 | Hold |
15
| – | – | ﹤0.01% | 1472 |
|
|
2022
Q4 | $329 | Sell |
15
-25
| -63% | -$548 | ﹤0.01% | 1464 |
|
|
2022
Q3 | $1K | Buy |
40
+15
| +60% | +$375 | ﹤0.01% | 1216 |
|
|
2022
Q2 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1250 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 1282 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1230 |
|