Marks Group Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Buy |
33,254
+653
| +2% | +$179K | 0.85% | 41 |
|
|
2025
Q1 | $9.28M | Sell |
32,601
-759
| -2% | -$216K | 0.89% | 27 |
|
|
2024
Q4 | $9.05M | Sell |
33,360
-1,656
| -5% | -$449K | 0.89% | 31 |
|
|
2024
Q3 | $9.28M | Sell |
35,016
-706
| -2% | -$187K | 0.89% | 34 |
|
|
2024
Q2 | $8.45M | Buy |
35,722
+210
| +0.6% | +$49.7K | 0.89% | 29 |
|
|
2024
Q1 | $8.98M | Sell |
35,512
-707
| -2% | -$179K | 0.94% | 29 |
|
|
2023
Q4 | $7.45M | Sell |
36,219
-967
| -3% | -$199K | 0.85% | 37 |
|
|
2023
Q3 | $7.21M | Sell |
37,186
-377
| -1% | -$73.1K | 0.89% | 31 |
|
|
2023
Q2 | $7.43M | Sell |
37,563
-10,131
| -21% | -$2M | 0.88% | 34 |
|
|
2023
Q1 | $8.21M | Sell |
47,694
-1,287
| -3% | -$222K | 1.05% | 12 |
|
|
2022
Q4 | $6.95M | Sell |
48,981
-622
| -1% | -$88.2K | 0.95% | 18 |
|
|
2022
Q3 | $6.12M | Buy |
49,603
+964
| +2% | +$119K | 0.93% | 28 |
|
|
2022
Q2 | $5.82M | Buy |
48,639
+5,586
| +13% | +$669K | 0.84% | 35 |
|
|
2022
Q1 | $5.89M | Buy |
43,053
+3,780
| +10% | +$517K | 0.74% | 54 |
|
|
2021
Q4 | $6.01M | Buy |
39,273
+1,091
| +3% | +$167K | 0.73% | 52 |
|
|
2021
Q3 | $5.88M | Buy |
38,182
+283
| +0.7% | +$43.6K | 0.79% | 43 |
|
|
2021
Q2 | $5.82M | Sell |
37,899
-256
| -0.7% | -$39.3K | 0.8% | 40 |
|
|
2021
Q1 | $5.64M | Sell |
38,155
-1,151
| -3% | -$170K | 0.84% | 36 |
|
|
2020
Q4 | $5.26M | Buy |
39,306
+54
| +0.1% | +$7.23K | 0.82% | 42 |
|
|
2020
Q3 | $4.44M | Sell |
39,252
-1,398
| -3% | -$158K | 0.8% | 53 |
|
|
2020
Q2 | $4.74M | Sell |
40,650
-387
| -0.9% | -$45.1K | 0.96% | 16 |
|
|
2020
Q1 | $3.62M | Buy |
41,037
+19,118
| +87% | +$1.69M | 0.94% | 53 |
|
|
2019
Q4 | $2.86M | Buy |
+21,919
| New | +$2.86M | 0.56% | 82 |
|