Williams Jones 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,090
| Closed | -$129K | – | 582 |
|
|
2022
Q4 | $129K | Sell |
14,090
-123,311
| -90% | -$1.13M | ﹤0.01% | 516 |
|
|
2022
Q3 | $1.1M | Sell |
137,401
-10,219
| -7% | -$81.9K | 0.02% | 260 |
|
|
2022
Q2 | $1.6M | Buy |
147,620
+43,045
| +41% | +$467K | 0.03% | 223 |
|
|
2022
Q1 | $1.27M | Buy |
104,575
+9,200
| +10% | +$111K | 0.02% | 238 |
|
|
2021
Q4 | $1.33M | Buy |
+95,375
| New | +$1.33M | 0.02% | 238 |
|