Curated Wealth Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $844K | Hold |
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|
2025
Q2 | $832K | Hold |
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|
2025
Q1 | $865K | Hold |
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|
2024
Q4 | $825K | Hold |
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|
2024
Q3 | $806K | Hold |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $823K | Sell |
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|
2023
Q3 | $792K | Sell |
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|
2023
Q2 | $811K | Sell |
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|
2023
Q1 | $714K | Hold |
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|
2022
Q4 | $588K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $632K | Hold |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $634K | Hold |
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|
2021
Q2 | $632K | Hold |
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|
2021
Q1 | $610K | Buy |
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|
2020
Q4 | $515K | Buy |
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