CIBC Private Wealth Group’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Buy |
1,396
+324
| +30% | +$88.7K | ﹤0.01% | 901 |
|
|
2025
Q1 | $262K | Buy |
1,072
+259
| +32% | +$63.3K | ﹤0.01% | 988 |
|
|
2024
Q4 | $226K | Buy |
813
+78
| +11% | +$21.7K | ﹤0.01% | 1110 |
|
|
2024
Q3 | $195K | Sell |
735
-1,319
| -64% | -$350K | ﹤0.01% | 1200 |
|
|
2024
Q2 | $480K | Sell |
2,054
-1,174
| -36% | -$274K | ﹤0.01% | 829 |
|
|
2024
Q1 | $813K | Sell |
3,228
-56
| -2% | -$14.1K | ﹤0.01% | 714 |
|
|
2023
Q4 | $676K | Buy |
+3,284
| New | +$676K | ﹤0.01% | 732 |
|