Integrated Wealth Concepts’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
3,504
+1,362
| +64% | +$373K | 0.01% | 943 |
|
|
2025
Q1 | $609K | Buy |
2,142
+366
| +21% | +$104K | 0.01% | 1058 |
|
|
2024
Q4 | $482K | Buy |
1,776
+127
| +8% | +$34.5K | 0.01% | 1134 |
|
|
2024
Q3 | $437K | Sell |
1,649
-64
| -4% | -$17K | 0.01% | 1147 |
|
|
2024
Q2 | $405K | Sell |
1,713
-2
| -0.1% | -$473 | 0.01% | 1152 |
|
|
2024
Q1 | $434K | Hold |
1,715
| – | – | 0.01% | 1115 |
|
|
2023
Q4 | $353K | Sell |
1,715
-27
| -2% | -$5.56K | 0.01% | 1176 |
|
|
2023
Q3 | $338K | Sell |
1,742
-5
| -0.3% | -$970 | 0.01% | 1167 |
|
|
2023
Q2 | $345K | Sell |
1,747
-76
| -4% | -$15K | 0.01% | 1159 |
|
|
2023
Q1 | $314K | Buy |
+1,823
| New | +$314K | 0.01% | 1031 |
|