Bartlett & Co Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Sell |
68
-20
| -23% | -$5.47K | ﹤0.01% | 825 |
|
|
2025
Q1 | $25K | Hold |
88
| – | – | ﹤0.01% | 784 |
|
|
2024
Q4 | $23.9K | Hold |
88
| – | – | ﹤0.01% | 783 |
|
|
2024
Q3 | $23.3K | Hold |
88
| – | – | ﹤0.01% | 792 |
|
|
2024
Q2 | $20.8K | Hold |
88
| – | – | ﹤0.01% | 812 |
|
|
2024
Q1 | $22.3K | Hold |
88
| – | – | ﹤0.01% | 804 |
|
|
2023
Q4 | $18.2K | Hold |
88
| – | – | ﹤0.01% | 898 |
|
|
2023
Q3 | $17.1K | Hold |
88
| – | – | ﹤0.01% | 854 |
|
|
2023
Q2 | $17.4K | Hold |
88
| – | – | ﹤0.01% | 845 |
|
|
2023
Q1 | $15.2K | Hold |
88
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $12.5K | Hold |
88
| – | – | ﹤0.01% | 798 |
|
|
2022
Q3 | $10.9K | Sell |
88
-78
| -47% | -$9.63K | ﹤0.01% | 814 |
|
|
2022
Q2 | $19.9K | Buy |
+166
| New | +$19.9K | ﹤0.01% | 741 |
|