Back to PRIM
Total Wealth Planning & Management, Inc. → PRIM
Total Wealth Planning & Management, Inc. PRIM Position History
Primoris Services Corporation • Industrials
Quarters held
4
Latest value
$621K
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q1 2026 | $1M |
| Q2 2026 | $693K |
| Q3 2026 | $621K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $621K | 8.3K | — | — |
| Q2 2026 | $693K | 7.0K | — | — |
| Q1 2026 | $1M | 7.0K | — | — |
| Q4 2025 | $1.1M | 9.0K | — | — |
Other funds holding PRIM
$295.3M
$180M
$180M
$110.1M
$109.3M