CWM
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Congress Wealth Management’s Primerica PRI Stock Holding History

Congress Wealth Management’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Buy
924
+68
+8% +$18.6K ﹤0.01% 1106
2025
Q1 		$244K Buy
856
+79
+10% +$22.5K ﹤0.01% 987
2024
Q4 		$211K Sell
777
-10
-1% -$2.72K ﹤0.01% 849
2024
Q3 		$209K Buy
+787
New +$209K ﹤0.01% 812