Axxcess Wealth Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
799
-47
| -6% | -$12.9K | 0.01% | 820 |
|
|
2025
Q1 | $241K | Buy |
846
+2
| +0.2% | +$569 | 0.01% | 761 |
|
|
2024
Q4 | $229K | Buy |
844
+10
| +1% | +$2.71K | 0.01% | 766 |
|
|
2024
Q3 | $221K | Buy |
+834
| New | +$221K | 0.01% | 812 |
|
|
2024
Q2 | – | Sell |
-809
| Closed | -$205K | – | 921 |
|
|
2024
Q1 | $205K | Buy |
+809
| New | +$205K | 0.01% | 814 |
|