Primoris Wealth Advisors, LLC RLJ LODGING TR Transaction History

Primoris Wealth Advisors, LLC

  • $135 Million
  • Q2 2025

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 15, 2024
SELL
N/A
-300 Reduced 3.25%
8,925 $0
Q3 2023

Oct 31, 2023
SELL
N/A
-1,250 Reduced 11.93%
9,225 $0
Q1 2023

Apr 25, 2023
SELL
N/A
-100 Reduced 0.95%
10,475 $0
Q1 2022

Apr 29, 2022
BUY
N/A
250 Added 2.42%
10,575 $294,000
Q4 2021

Feb 08, 2022
BUY
N/A
10,325 New
10,325 $298,000
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email