Kolinsky Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $668K | Hold |
2,462
| – | – | 0.41% | 45 |
|
|
2024
Q3 | $653K | Buy |
2,462
+6
| +0.2% | +$1.59K | 0.42% | 46 |
|
|
2024
Q2 | $581K | Buy |
2,456
+1
| +0% | +$237 | 0.42% | 51 |
|
|
2024
Q1 | $621K | Buy |
2,455
+3
| +0.1% | +$759 | 0.47% | 44 |
|
|
2023
Q4 | $505K | Sell |
2,452
-52
| -2% | -$10.7K | 0.44% | 50 |
|
|
2023
Q3 | $486K | Buy |
2,504
+28
| +1% | +$5.43K | 0.48% | 44 |
|
|
2023
Q2 | $491K | Buy |
2,476
+156
| +7% | +$30.9K | 0.47% | 48 |
|
|
2023
Q1 | $400K | Sell |
2,320
-41
| -2% | -$7.07K | 0.42% | 52 |
|
|
2022
Q4 | $335K | Buy |
2,361
+22
| +0.9% | +$3.12K | 0.38% | 69 |
|
|
2022
Q3 | $289K | Buy |
2,339
+10
| +0.4% | +$1.24K | 0.36% | 68 |
|
|
2022
Q2 | $279K | Buy |
2,329
+228
| +11% | +$27.3K | 0.33% | 77 |
|
|
2022
Q1 | $287K | Sell |
2,101
-346
| -14% | -$47.3K | 0.28% | 87 |
|
|
2021
Q4 | $375K | Buy |
+2,447
| New | +$375K | 0.35% | 68 |
|