Primoris Wealth Advisors, LLC Purchases and Sells in Q1 2024

Primoris Wealth Advisors, LLC

  • $125 Million
  • Q1 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
3.52K
+ 16.26%
$144.57 - $180.38 $508K - $634K
25.1K $4.53M
6.35K
+ 55.22%
$91.16 - $106.11 $579K - $674K
17.9K $1.82M
21.9K
+ 285.16%
$31.12 - $32.54 $681K - $712K
29.5K $952K
3.57K
+ 22.71%
$101.06 - $117.39 $360K - $418K
19.3K $2.26M
482
+ 6.53%
$429.43 - $481.35 $207K - $232K
7.86K $3.78M
8.6K
+ 30.62%
$48.59 - $52.29 $418K - $450K
36.7K $1.89M
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
15.6K
New
$239.5 - $270.8 $3.73M - $4.22M
15.6K $4.22M
21.8K
New
$139.73 - $157.03 $3.05M - $3.43M
21.8K $3.34M
45K
New
$66.69 - $74.57 $3M - $3.36M
45K $3.16M
72.6K
New
$18.65 - $25.46 $1.35M - $1.85M
72.6K $1.79M
13.3K
New
$88.98 - $96.29 $1.18M - $1.28M
13.3K $1.22M
40.9K
New
$25.81 - $28.03 $1.05M - $1.15M
40.9K $1.13M
View all

Top Sells

Reduced Positions

31 operations
Stock Shares change Price Range Shares Held Trade History
-11.5K
- 82.97%
$104.86 - $119.16 $1.21M - $1.37M
2.36K $281K
-591
- 3.96%
$179.84 - $251.76 $106K - $149K
14.3K $2.76M
-1.09K
- 4.17%
$169.0 - $195.18 $183K - $212K
25K $4.28M
-1.24K
- 29.02%
$278.58 - $300.53 $345K - $372K
3.03K $854K
-5.17K
- 15.5%
$71.59 - $76.36 $370K - $395K
28.2K $2.15M
-2.1K
- 15.06%
$184.42 - $205.72 $387K - $432K
11.8K $2.44M
View all

Options

Calls

2 operations
Stock Shares change Price Range Shares Held Trade History
5K
New
$49.9 - $96.11 $250K - $481K
5K $414K
1K
New
$192.63 - $254.93 $193K - $255K
1K $192K
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 2 Puts 0
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