Bogart Wealth LLC’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 | $6.38K | Hold |
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|
2025
Q2 | $6.29K | Hold |
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|
2025
Q1 | $6.54K | Hold |
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|
2024
Q4 | $6.24K | Hold |
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|
2024
Q3 | $6.1K | Hold |
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|
2024
Q2 | $5.44K | Hold |
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|
2024
Q1 | $5.82K | Hold |
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|
2023
Q4 | $4.73K | Hold |
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|
2023
Q3 | $4.46K | Hold |
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|
2023
Q2 | $4.55K | Hold |
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|
2023
Q1 | $3.96K | Buy |
|