J.P. Morgan Private Wealth Advisors’s Primerica PRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.42M | Sell |
22,807
-1,349
| -6% | -$262K | 0.01% | 530 |
|
|
2023
Q2 | $4.78M | Sell |
24,156
-2,966
| -11% | -$587K | 0.02% | 349 |
|
|
2023
Q1 | $4.67M | Buy |
27,122
+15,526
| +134% | +$2.67M | 0.01% | 602 |
|
|
2022
Q4 | $1.64M | Buy |
11,596
+1,376
| +13% | +$195K | ﹤0.01% | 917 |
|
|
2022
Q3 | $1.26M | Buy |
10,220
+325
| +3% | +$40.1K | ﹤0.01% | 1031 |
|
|
2022
Q2 | $1.18M | Buy |
9,895
+760
| +8% | +$90.9K | ﹤0.01% | 1047 |
|
|
2022
Q1 | $1.25M | Buy |
9,135
+732
| +9% | +$100K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $1.29M | Buy |
8,403
+445
| +6% | +$68.2K | ﹤0.01% | 1114 |
|
|
2021
Q3 | $1.22M | Buy |
7,958
+524
| +7% | +$80.5K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $1.14M | Buy |
7,434
+1,879
| +34% | +$288K | ﹤0.01% | 1135 |
|
|
2021
Q1 | $821K | Sell |
5,555
-2,436
| -30% | -$360K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $1.07M | Buy |
7,991
+1,072
| +15% | +$144K | ﹤0.01% | 985 |
|
|
2020
Q3 | $783K | Sell |
6,919
-2,380
| -26% | -$269K | ﹤0.01% | 986 |
|
|
2020
Q2 | $1.08M | Sell |
9,299
-225
| -2% | -$26.2K | ﹤0.01% | 779 |
|
|
2020
Q1 | $843K | Buy |
9,524
+459
| +5% | +$40.6K | ﹤0.01% | 763 |
|
|
2019
Q4 | $1.18M | Buy |
9,065
+440
| +5% | +$57.4K | 0.01% | 742 |
|
|
2019
Q3 | $1.1M | Sell |
8,625
-374
| -4% | -$47.6K | 0.01% | 722 |
|
|
2019
Q2 | $1.08M | Sell |
8,999
-66
| -0.7% | -$7.91K | 0.01% | 730 |
|
|
2019
Q1 | $1.11M | Buy |
9,065
+1,344
| +17% | +$164K | 0.01% | 762 |
|
|
2018
Q4 | $754K | Buy |
7,721
+95
| +1% | +$9.28K | ﹤0.01% | 843 |
|
|
2018
Q3 | $919K | Sell |
7,626
-180
| -2% | -$21.7K | ﹤0.01% | 850 |
|
|
2018
Q2 | $777K | Buy |
7,806
+703
| +10% | +$70K | ﹤0.01% | 852 |
|
|
2018
Q1 | $686K | Buy |
7,103
+163
| +2% | +$15.7K | ﹤0.01% | 770 |
|
|
2017
Q4 | $704K | Buy |
6,940
+804
| +13% | +$81.6K | ﹤0.01% | 762 |
|
|
2017
Q3 | $500K | Buy |
6,136
+72
| +1% | +$5.87K | ﹤0.01% | 848 |
|
|
2017
Q2 | $459K | Buy |
6,064
+905
| +18% | +$68.5K | ﹤0.01% | 865 |
|
|
2017
Q1 | $424K | Buy |
5,159
+277
| +6% | +$22.8K | ﹤0.01% | 925 |
|
|
2016
Q4 | $337K | Sell |
4,882
-688
| -12% | -$47.5K | ﹤0.01% | 956 |
|
|
2016
Q3 | $295K | Buy |
5,570
+789
| +17% | +$41.8K | ﹤0.01% | 995 |
|
|
2016
Q2 | $274K | Sell |
4,781
-245
| -5% | -$14K | ﹤0.01% | 1019 |
|
|
2016
Q1 | $223K | Buy |
+5,026
| New | +$223K | ﹤0.01% | 1044 |
|