Steward Partners Investment Advisory’s Perimeter Solutions PRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Buy	10,434 +150	+1%	+$3.83K	﹤0.01%	1898
2025 Q4	$283K	Buy	10,284 +356	+4%	+$8.99K	﹤0.01%	1742
2025 Q3	$222K	Buy	9,928 +5,961	+150%	+$113K	﹤0.01%	1817
2025 Q2	$55.2K	Sell	3,967 -350	-8%	-$4.04K	﹤0.01%	2428
2025 Q1	$43.5K	Sell	4,317 -4	-0.1%	-$45	﹤0.01%	2457
2024 Q4	$55.2K	Sell	4,321 -418	-9%	-$5.46K	﹤0.01%	2284
2024 Q3	$63.7K	Buy	4,739 +4,326	+1,047%	+$44.8K	﹤0.01%	2116
2024 Q2	$3.23K	Buy	413 +20	+5%	+$149	﹤0.01%	3170
2024 Q1	$2.92K	Buy	+393	New	+$2.12K	﹤0.01%	3208
2022 Q4	–	Sell	-265	Closed	-$2K	–	3435
2022 Q3	$2K	Sell	265 -196	-43%	-$2.02K	﹤0.01%	3053
2022 Q2	$5K	Sell	461 -543	-54%	-$5.79K	﹤0.01%	2778
2022 Q1	$12K	Buy	+1,004	New	+$12.6K	﹤0.01%	2595