Steward Partners Investment Advisory’s Perimeter Solutions PRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2K | Sell |
3,967
-350
| -8% | -$4.87K | ﹤0.01% | 2428 |
|
|
2025
Q1 | $43.5K | Sell |
4,317
-4
| -0.1% | -$40 | ﹤0.01% | 2457 |
|
|
2024
Q4 | $55.2K | Sell |
4,321
-418
| -9% | -$5.34K | ﹤0.01% | 2284 |
|
|
2024
Q3 | $63.7K | Buy |
4,739
+4,326
| +1,047% | +$58.2K | ﹤0.01% | 2116 |
|
|
2024
Q2 | $3.23K | Buy |
413
+20
| +5% | +$157 | ﹤0.01% | 3170 |
|
|
2024
Q1 | $2.92K | Buy |
+393
| New | +$2.92K | ﹤0.01% | 3208 |
|
|
2022
Q4 | – | Sell |
-265
| Closed | -$2K | – | 3435 |
|
|
2022
Q3 | $2K | Sell |
265
-196
| -43% | -$1.48K | ﹤0.01% | 3053 |
|
|
2022
Q2 | $5K | Sell |
461
-543
| -54% | -$5.89K | ﹤0.01% | 2778 |
|
|
2022
Q1 | $12K | Buy |
+1,004
| New | +$12K | ﹤0.01% | 2595 |
|