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
2026 Q1	$18.4K	Hold	68	–	–	﹤0.01%	831
2025 Q4	$17.6K	Hold	68	–	–	﹤0.01%	840
2025 Q3	$18.9K	Hold	68	–	–	﹤0.01%	830
2025 Q2	$18.6K	Sell	68 -20	-23%	-$5.3K	﹤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%	-$9.89K	﹤0.01%	814
2022 Q2	$19.9K	Buy	+166	New	+$20.9K	﹤0.01%	741