NewEdge Wealth’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.84M | Sell |
15,312
-1,805
| -11% | -$466K | 0.05% | 278 |
|
|
2025
Q4 | $4.42M | Sell |
17,117
-824
| -5% | -$215K | 0.05% | 258 |
|
|
2025
Q3 | $4.58M | Buy |
17,941
+60
| +0.3% | +$16.1K | 0.07% | 224 |
|
|
2025
Q2 | $4.57M | Sell |
17,881
-1,378
| -7% | -$365K | 0.07% | 220 |
|
|
2025
Q1 | $5.48M | Sell |
19,259
-798
| -4% | -$227K | 0.1% | 171 |
|
|
2024
Q4 | $5.44M | Sell |
20,057
-3,436
| -15% | -$974K | 0.09% | 176 |
|
|
2024
Q3 | $6.23M | Buy |
23,493
+3,427
| +17% | +$865K | 0.11% | 162 |
|
|
2024
Q2 | $4.75M | Sell |
20,066
-62
| -0.3% | -$14.1K | 0.1% | 169 |
|
|
2024
Q1 | $4.41M | Buy |
20,128
+1
| +0% | +$237 | 0.1% | 182 |
|
|
2023
Q4 | $4.14M | Sell |
20,127
-1,294
| -6% | -$264K | 0.11% | 168 |
|
|
2023
Q3 | $4.16M | Sell |
21,421
-363
| -2% | -$74.3K | 0.13% | 144 |
|
|
2023
Q2 | $4.31M | Sell |
21,784
-271
| -1% | -$49.8K | 0.14% | 137 |
|
|
2023
Q1 | $3.8M | Sell |
22,055
-1,599
| -7% | -$262K | 0.14% | 136 |
|
|
2022
Q4 | $3.35M | Buy |
23,654
+260
| +1% | +$36.2K | 0.14% | 135 |
|
|
2022
Q3 | $2.89M | Buy |
23,394
+1,461
| +7% | +$185K | 0.14% | 143 |
|
|
2022
Q2 | $2.63M | Buy |
21,933
+8,224
| +60% | +$1.03M | 0.12% | 158 |
|
|
2022
Q1 | $1.88M | Buy |
13,709
+25
| +0.2% | +$3.55K | 0.08% | 162 |
|
|
2021
Q4 | $2.1M | Buy |
13,684
+16
| +0.1% | +$2.54K | 0.09% | 164 |
|
|
2021
Q3 | $2.1M | Buy |
13,668
+157
| +1% | +$23.4K | 0.13% | 124 |
|
|
2021
Q2 | $2.07M | Buy |
13,511
+1,427
| +12% | +$225K | 0.16% | 123 |
|
|
2021
Q1 | $1.79M | Buy |
12,084
+4,090
| +51% | +$587K | 0.18% | 114 |
|
|
2020
Q4 | $1.07M | Buy |
+7,994
| New | +$1M | 0.33% | 80 |
|
Other funds holding PRI
VPM
VCM
BWA
