Primoris Wealth Advisors, LLC Closed Holding Positions

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2022 Filed on Jul 29, 2022
10,000
$8.65 - $10.62 $86.5K - $106K
DVN
Devon Energy Corp

Energy
Q2 2022 Filed on Jul 29, 2022
39,420
$53.77 - $78.04 $2.12M - $3.08M
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Jul 29, 2022
9,229
$141.45 - $185.43 $1.31M - $1.71M
TTD
Trade Desk, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
33,800
$41.89 - $75.22 $1.42M - $2.54M
SPT
Sprout Social, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
5,209
$40.02 - $83.47 $208K - $435K
Nuveen Enhanced Mun Value Fd
Q2 2022 Filed on Jul 29, 2022
11,000
N/A
FCX
Freeport Mcmoran Inc

Basic Materials
Q2 2022 Filed on Jul 29, 2022
23,691
$29.26 - $50.96 $693K - $1.21M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q2 2022 Filed on Jul 29, 2022
4,205
$40.85 - $51.04 $172K - $215K
FANG
Diamondback Energy, Inc.

Energy
Q2 2022 Filed on Jul 29, 2022
8,800
$119.24 - $160.4 $1.05M - $1.41M
Draftkings Inc
Q2 2022 Filed on Jul 29, 2022
14,375
N/A
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on Apr 29, 2022
14,985
$238.04 - $276.69 $3.57M - $4.15M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
28,965
$16.51 - $25.48 $478K - $738K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
6,215
$213.01 - $263.72 $1.32M - $1.64M
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
12,550
$145.17 - $207.71 $1.82M - $2.61M
WWE
World Wrestling Entertainmentinc

Communication Services
Q1 2022 Filed on Apr 29, 2022
18,203
$47.81 - $63.1 $870K - $1.15M
ZTS
Zoetis Inc.

Healthcare
Q1 2022 Filed on Apr 29, 2022
2,820
$181.39 - $234.03 $512K - $660K
SQ
Block, Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
1,375
$88.72 - $164.03 $122K - $226K
REAL
The Real Real, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
87,840
$5.83 - $12.35 $512K - $1.08M
STLD
Steel Dynamics Inc

Basic Materials
Q1 2022 Filed on Apr 29, 2022
45,814
$52.45 - $89.49 $2.4M - $4.1M
DELL
Dell Technologies Inc.

Technology
Q1 2022 Filed on Apr 29, 2022
89,308
$49.33 - $60.77 $4.41M - $5.43M
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on Apr 29, 2022
24,264
$114.5 - $173.1 $2.78M - $4.2M
JPM
Jpmorgan Chase & CO

Financial Services
Q1 2022 Filed on Apr 29, 2022
4,493
$128.3 - $168.44 $576K - $757K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
22,170
$122.15 - $136.9 $2.71M - $3.04M
GE
General Electric CO

Industrials
Q1 2022 Filed on Apr 29, 2022
5,892
$85.38 - $103.16 $503K - $608K
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 29, 2022
1,802
$301.62 - $407.21 $544K - $734K
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