Bartlett & Co Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.9K | Hold |
|
|||||
|
2025
Q2 | $18.6K | Sell |
|
|||||
|
2025
Q1 | $25K | Hold |
|
|||||
|
2024
Q4 | $23.9K | Hold |
|
|||||
|
2024
Q3 | $23.3K | Hold |
|
|||||
|
2024
Q2 | $20.8K | Hold |
|
|||||
|
2024
Q1 | $22.3K | Hold |
|
|||||
|
2023
Q4 | $18.2K | Hold |
|
|||||
|
2023
Q3 | $17.1K | Hold |
|
|||||
|
2023
Q2 | $17.4K | Hold |
|
|||||
|
2023
Q1 | $15.2K | Hold |
|
|||||
|
2022
Q4 | $12.5K | Hold |
|
|||||
|
2022
Q3 | $10.9K | Sell |
|
|||||
|
2022
Q2 | $19.9K | Buy |
|