Venturi Wealth Management’s Perimeter Solutions PRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-704
Closed -$9K 1505
2024
Q4
$9K Sell
704
-36
-5% -$460 ﹤0.01% 1458
2024
Q3
$9.95K Buy
+740
New +$9.95K ﹤0.01% 1195