Compass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $72.8K | Hold |
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|
2024
Q4 | $69.5K | Hold |
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|
2024
Q3 | $67.9K | Hold |
|
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|
2024
Q2 | $60.6K | Hold |
|
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|
2024
Q1 | $64.8K | Hold |
|
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|
2023
Q4 | $52.7K | Sell |
|
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|
2023
Q3 | $69.1K | Hold |
|
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|
2023
Q2 | $70.4K | Hold |
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|
2023
Q1 | $61.3K | Hold |
|
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|
2022
Q4 | $50.5K | Buy |
|