Curated Wealth Partners’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Hold |
3,039
| – | – | 0.1% | 67 |
|
|
2025
Q1 | $865K | Hold |
3,039
| – | – | 0.11% | 62 |
|
|
2024
Q4 | $825K | Hold |
3,039
| – | – | 0.09% | 60 |
|
|
2024
Q3 | $806K | Hold |
3,039
| – | – | 0.1% | 61 |
|
|
2024
Q2 | $719K | Buy |
+3,039
| New | +$719K | 0.1% | 66 |
|
|
2024
Q1 | – | Sell |
-3,999
| Closed | -$823K | – | 108 |
|
|
2023
Q4 | $823K | Sell |
3,999
-83
| -2% | -$17.1K | 0.13% | 54 |
|
|
2023
Q3 | $792K | Sell |
4,082
-17
| -0.4% | -$3.3K | 0.14% | 49 |
|
|
2023
Q2 | $811K | Sell |
4,099
-44
| -1% | -$8.7K | 0.16% | 47 |
|
|
2023
Q1 | $714K | Hold |
4,143
| – | – | 0.16% | 50 |
|
|
2022
Q4 | $588K | Hold |
4,143
| – | – | 0.14% | 55 |
|
|
2022
Q3 | $512K | Hold |
4,143
| – | – | 0.15% | 58 |
|
|
2022
Q2 | $496K | Buy |
4,143
+12
| +0.3% | +$1.44K | 0.15% | 63 |
|
|
2022
Q1 | $632K | Hold |
4,131
| – | – | 0.21% | 63 |
|
|
2021
Q4 | $632K | Hold |
4,131
| – | – | 0.2% | 65 |
|
|
2021
Q3 | $634K | Hold |
4,131
| – | – | 0.35% | 55 |
|
|
2021
Q2 | $632K | Hold |
4,131
| – | – | 0.34% | 51 |
|
|
2021
Q1 | $610K | Buy |
4,131
+288
| +7% | +$42.5K | 0.37% | 51 |
|
|
2020
Q4 | $515K | Buy |
+3,843
| New | +$515K | 0.33% | 58 |
|