SWM
PRME icon

Shelton Wealth Management’s Prime Medicine PRME Stock Holding History

Shelton Wealth Management’s Portfolio PRME Stock Details PRME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.5K Sell
19,105
-961
-5% -$3.19K 0.03% 139
2026
Q1 		$69.8K Hold
20,066
– – 0.03% 134
2025
Q4 		$69.6K Buy
20,066
+2,734
+16% +$12.2K 0.03% 150
2025
Q3 		$96K Buy
+17,332
New +$70.4K 0.04% 139

Other funds holding PRME

MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return