MGB 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 | $857K | Sell |
3,142
-332
| -10% | -$90.5K | 0.28% | 86 |
|
|
2025
Q1 | $987K | Buy |
3,474
+204
| +6% | +$58K | 0.36% | 74 |
|
|
2024
Q4 | $885K | Hold |
3,270
| – | – | 0.27% | 77 |
|
|
2024
Q3 | $865K | Hold |
3,270
| – | – | 0.31% | 76 |
|
|
2024
Q2 | $788K | Hold |
3,270
| – | – | 0.29% | 81 |
|
|
2024
Q1 | $828K | Hold |
3,270
| – | – | 0.34% | 73 |
|
|
2023
Q4 | $673K | Buy |
+3,270
| New | +$673K | 0.34% | 82 |
|