Mount Yale Investment Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $173K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $214K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $280K | Sell |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $300K | Sell |
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|
2018
Q2 | $272K | Sell |
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|
2018
Q1 | $265K | Buy |
|