Simplicity Wealth’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 | – | Sell |
-4,650
| Closed | -$267K | – | 647 |
|
|
2025
Q1 | $267K | Sell |
4,650
-6,673
| -59% | -$383K | 0.02% | 445 |
|
|
2024
Q4 | $865K | Sell |
11,323
-9
| -0.1% | -$688 | 0.18% | 104 |
|
|
2024
Q3 | $658K | Sell |
11,332
-78
| -0.7% | -$4.53K | 0.06% | 251 |
|
|
2024
Q2 | $569K | Buy |
11,410
+6,550
| +135% | +$327K | 0.01% | 703 |
|
|
2024
Q1 | $207K | Buy |
+4,860
| New | +$207K | ﹤0.01% | 1060 |
|