Cresset Asset 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 | $1.75M | Buy |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $244K | Sell |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $429K | Buy |
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|
2024
Q1 | $450K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $394K | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $492K | Sell |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $928K | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.46M | Sell |
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|
2019
Q4 | $2.7M | Sell |
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|
2019
Q3 | $3.58M | Sell |
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|
2019
Q2 | $5.55M | Buy |
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|
2019
Q1 | $4K | Buy |
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