Northwestern Mutual 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 | $95.2K | Sell |
348
-2
| -0.6% | -$547 | ﹤0.01% | 2014 |
|
|
2025
Q1 | $99.6K | Sell |
350
-48
| -12% | -$13.7K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $108K | Buy |
398
+11
| +3% | +$2.99K | ﹤0.01% | 1891 |
|
|
2024
Q3 | $103K | Buy |
387
+70
| +22% | +$18.6K | ﹤0.01% | 1885 |
|
|
2024
Q2 | $75K | Sell |
317
-6
| -2% | -$1.42K | ﹤0.01% | 1949 |
|
|
2024
Q1 | $81.7K | Buy |
323
+20
| +7% | +$5.06K | ﹤0.01% | 1899 |
|
|
2023
Q4 | $62.3K | Buy |
+303
| New | +$62.3K | ﹤0.01% | 1962 |
|
|
2023
Q3 | – | Sell |
-26
| Closed | -$5.14K | – | 3484 |
|
|
2023
Q2 | $5.14K | Sell |
26
-73
| -74% | -$14.4K | ﹤0.01% | 2778 |
|
|
2023
Q1 | $17.1K | Buy |
99
+36
| +57% | +$6.2K | ﹤0.01% | 2313 |
|
|
2022
Q4 | $8.94K | Buy |
+63
| New | +$8.94K | ﹤0.01% | 2547 |
|
|
2022
Q3 | – | Sell |
-113
| Closed | -$14K | – | 3329 |
|
|
2022
Q2 | $14K | Hold |
113
| – | – | ﹤0.01% | 2389 |
|
|
2022
Q1 | $15K | Sell |
113
-42
| -27% | -$5.58K | ﹤0.01% | 2412 |
|
|
2021
Q4 | $24K | Sell |
155
-774
| -83% | -$120K | ﹤0.01% | 2254 |
|
|
2021
Q3 | $143K | Buy |
929
+595
| +178% | +$91.6K | ﹤0.01% | 1477 |
|
|
2021
Q2 | $51K | Buy |
334
+34
| +11% | +$5.19K | ﹤0.01% | 1852 |
|
|
2021
Q1 | $44K | Sell |
300
-108
| -26% | -$15.8K | ﹤0.01% | 1782 |
|
|
2020
Q4 | $54K | Buy |
408
+264
| +183% | +$34.9K | ﹤0.01% | 1626 |
|
|
2020
Q3 | $16K | Buy |
+144
| New | +$16K | ﹤0.01% | 1872 |
|
|
2019
Q1 | – | Sell |
-27
| Closed | -$3K | – | 2669 |
|
|
2018
Q4 | $3K | Sell |
27
-122
| -82% | -$13.6K | ﹤0.01% | 2138 |
|
|
2018
Q3 | $18K | Buy |
+149
| New | +$18K | ﹤0.01% | 1707 |
|
|
2018
Q1 | – | Sell |
-146
| Closed | -$15K | – | 2388 |
|
|
2017
Q4 | $15K | Buy |
146
+19
| +15% | +$1.95K | ﹤0.01% | 1600 |
|
|
2017
Q3 | $10K | Buy |
+127
| New | +$10K | ﹤0.01% | 1665 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$6K | – | 2314 |
|
|
2016
Q4 | $6K | Buy |
+81
| New | +$6K | ﹤0.01% | 1793 |
|
|
2016
Q3 | – | Sell |
-74
| Closed | -$4K | – | 1186 |
|
|
2016
Q2 | $4K | Sell |
74
-263
| -78% | -$14.2K | ﹤0.01% | 1669 |
|
|
2016
Q1 | $15K | Buy |
+337
| New | +$15K | ﹤0.01% | 1300 |
|