Avion Wealth’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
5
+2
| +67% | +$400 | ﹤0.01% | 1041 |
|
|
2025
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1291 |
|
|
2024
Q4 | – | Sell |
-3
| Closed | – | – | 1226 |
|
|
2024
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 1185 |
|
|
2024
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1037 |
|
|
2023
Q4 | $1K | Sell |
3
-10
| -77% | -$3.33K | ﹤0.01% | 924 |
|
|
2023
Q3 | $1K | Buy |
13
+5
| +63% | +$385 | ﹤0.01% | 708 |
|
|
2023
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 970 |
|