CWM
Compass Wealth Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-256
| Closed | -$72.8K | – | 341 |
|
|
2025
Q1 | $72.8K | Hold |
256
| – | – | 0.02% | 213 |
|
|
2024
Q4 | $69.5K | Hold |
256
| – | – | 0.02% | 217 |
|
|
2024
Q3 | $67.9K | Hold |
256
| – | – | 0.02% | 228 |
|
|
2024
Q2 | $60.6K | Hold |
256
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $64.8K | Hold |
256
| – | – | 0.02% | 230 |
|
|
2023
Q4 | $52.7K | Sell |
256
-100
| -28% | -$20.6K | 0.01% | 242 |
|
|
2023
Q3 | $69.1K | Hold |
356
| – | – | 0.02% | 206 |
|
|
2023
Q2 | $70.4K | Hold |
356
| – | – | 0.02% | 213 |
|
|
2023
Q1 | $61.3K | Hold |
356
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $50.5K | Buy |
+356
| New | +$50.5K | 0.02% | 229 |
|