Total Wealth Planning & Management’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	$797K	Buy	10,221 +887	+10%	+$69.1K	0.65%	40
2025 Q1	$536K	Buy	9,334 +475	+5%	+$27.3K	0.51%	64
2024 Q4	$677K	Buy	+8,859	New	+$677K	0.61%	40