PFW Advisors’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Hold |
1,521
| – | – | 0.13% | 93 |
|
|
2025
Q1 | $433K | Hold |
1,521
| – | – | 0.14% | 89 |
|
|
2024
Q4 | $413K | Buy |
+1,521
| New | +$413K | 0.13% | 89 |
|
|
2024
Q2 | $360K | Hold |
1,521
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $385K | Hold |
1,521
| – | – | 0.12% | 94 |
|
|
2023
Q4 | $313K | Buy |
1,521
+56
| +4% | +$11.5K | 0.1% | 100 |
|
|
2023
Q3 | $284K | Hold |
1,465
| – | – | 0.1% | 97 |
|
|
2023
Q2 | $312K | Buy |
+1,465
| New | +$312K | 0.1% | 96 |
|
|
2019
Q3 | $403K | Buy |
+1,521
| New | +$403K | 0.12% | 91 |
|