IFWM
Institute for Wealth Management’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
922
+3
| +0.3% | +$821 | 0.03% | 480 |
|
|
2025
Q1 | $262K | Buy |
919
+1
| +0.1% | +$285 | 0.03% | 448 |
|
|
2024
Q4 | $249K | Hold |
918
| – | – | 0.03% | 443 |
|
|
2024
Q3 | $243K | Buy |
918
+6
| +0.7% | +$1.59K | 0.03% | 472 |
|
|
2024
Q2 | $216K | Hold |
912
| – | – | 0.03% | 460 |
|
|
2024
Q1 | $231K | Buy |
+912
| New | +$231K | 0.03% | 445 |
|