Pathstone Family Office’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.92M | Sell |
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|
2023
Q2 | $3.27M | Sell |
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|
2023
Q1 | $3.11M | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $4.19M | Buy |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $2.13M | Sell |
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|
2021
Q3 | $2.37M | Sell |
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|
2021
Q2 | $2.48M | Sell |
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|
2021
Q1 | $2.65M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $17.8M | Sell |
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|
2019
Q3 | $2.09M | Sell |
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|
2019
Q2 | $2.21M | Buy |
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