Carson Wealth (CWM LLC)’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Sell |
3,271
-1,821
| -36% | -$498K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $1.45M | Buy |
5,092
+1,857
| +57% | +$528K | 0.01% | 953 |
|
|
2024
Q4 | $878K | Buy |
3,235
+313
| +11% | +$85K | ﹤0.01% | 1150 |
|
|
2024
Q3 | $775K | Buy |
2,922
+84
| +3% | +$22.3K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $671K | Buy |
2,838
+16
| +0.6% | +$3.78K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $714K | Buy |
2,822
+1,723
| +157% | +$436K | ﹤0.01% | 991 |
|
|
2023
Q4 | $226K | Sell |
1,099
-76
| -6% | -$15.6K | ﹤0.01% | 1368 |
|
|
2023
Q3 | $228K | Buy |
1,175
+977
| +493% | +$190K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $39K | Sell |
198
-8
| -4% | -$1.58K | ﹤0.01% | 2164 |
|
|
2023
Q1 | $35K | Buy |
206
+36
| +21% | +$6.12K | ﹤0.01% | 2111 |
|
|
2022
Q4 | $24K | Buy |
170
+34
| +25% | +$4.8K | ﹤0.01% | 2240 |
|
|
2022
Q3 | $17K | Buy |
136
+75
| +123% | +$9.38K | ﹤0.01% | 2336 |
|
|
2022
Q2 | $7K | Buy |
61
+17
| +39% | +$1.95K | ﹤0.01% | 2816 |
|
|
2022
Q1 | $6K | Buy |
44
+4
| +10% | +$545 | ﹤0.01% | 2770 |
|
|
2021
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 2650 |
|
|
2021
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2021
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2020
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2020
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2020
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2020
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2019
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2019
Q3 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2019
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 2300 |
|
|
2019
Q1 | $6K | Buy |
40
+19
| +90% | +$2.85K | ﹤0.01% | 2300 |
|
|
2018
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 1778 |
|
|
2018
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 1469 |
|
|
2018
Q1 | – | Sell |
-210
| Closed | -$21K | – | 1514 |
|
|
2017
Q4 | $21K | Hold |
210
| – | – | ﹤0.01% | 687 |
|
|
2017
Q3 | $17K | Hold |
210
| – | – | ﹤0.01% | 752 |
|
|
2017
Q2 | $16K | Hold |
210
| – | – | ﹤0.01% | 682 |
|
|
2017
Q1 | $17K | Hold |
210
| – | – | ﹤0.01% | 628 |
|
|
2016
Q4 | $15K | Hold |
210
| – | – | ﹤0.01% | 653 |
|
|
2016
Q3 | $11K | Buy |
+210
| New | +$11K | ﹤0.01% | 677 |
|