HM Payson & Co’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $66.4K | Hold |
265
| – | – | ﹤0.01% | 636 |
|
|
2025
Q4 | $68.5K | Sell |
265
-12
| -4% | -$3.13K | ﹤0.01% | 636 |
|
|
2025
Q3 | $76.9K | Hold |
277
| – | – | ﹤0.01% | 604 |
|
|
2025
Q2 | $75.8K | Hold |
277
| – | – | ﹤0.01% | 583 |
|
|
2025
Q1 | $78.8K | Sell |
277
-528
| -66% | -$150K | ﹤0.01% | 565 |
|
|
2024
Q4 | $218K | Hold |
805
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $213K | Buy |
805
+12
| +2% | +$3.03K | ﹤0.01% | 403 |
|
|
2024
Q2 | $188K | Sell |
793
-12
| -1% | -$2.72K | ﹤0.01% | 410 |
|
|
2024
Q1 | $204K | Buy |
805
+277
| +52% | +$65.5K | ﹤0.01% | 395 |
|
|
2023
Q4 | $109K | Hold |
528
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $102K | Hold |
528
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $104K | Hold |
528
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $90.9K | Buy |
+528
| New | +$86.5K | ﹤0.01% | 487 |
|
|
2022
Q4 | – | Sell |
-528
| Closed | -$65K | – | 985 |
|
|
2022
Q3 | $65K | Hold |
528
| – | – | ﹤0.01% | 536 |
|
|
2022
Q2 | $63K | Hold |
528
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $72K | Buy |
+528
| New | +$75K | ﹤0.01% | 543 |
|
|
2021
Q4 | – | Sell |
-587
| Closed | -$90K | – | 1144 |
|
|
2021
Q3 | $90K | Hold |
587
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $90K | Buy |
+587
| New | +$92.7K | ﹤0.01% | 495 |
|
|
2020
Q2 | – | Sell |
-79
| Closed | -$7K | – | 917 |
|
|
2020
Q1 | $7K | Sell |
79
-3,653
| -98% | -$418K | ﹤0.01% | 776 |
|
|
2019
Q4 | $487K | Hold |
3,732
| – | – | 0.02% | 263 |
|
|
2019
Q3 | $475K | Sell |
3,732
-551
| -13% | -$66.5K | 0.02% | 264 |
|
|
2019
Q2 | $514K | Buy |
+4,283
| New | +$530K | 0.02% | 268 |
|
Other funds holding PRI
VPM
VCM
BWA
