Quantum Private Wealth’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
4,470
| – | – | 0.4% | 46 |
|
|
2025
Q1 | $1.27M | Hold |
4,470
| – | – | 0.48% | 41 |
|
|
2024
Q4 | $1.21M | Hold |
4,470
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $1.19M | Hold |
4,470
| – | – | 0.4% | 49 |
|
|
2024
Q2 | $1.06M | Sell |
4,470
-178
| -4% | -$42.1K | 0.38% | 53 |
|
|
2024
Q1 | $1.18M | Hold |
4,648
| – | – | 0.44% | 51 |
|
|
2023
Q4 | $956K | Sell |
4,648
-42
| -0.9% | -$8.64K | 0.4% | 57 |
|
|
2023
Q3 | $910K | Hold |
4,690
| – | – | 0.44% | 48 |
|
|
2023
Q2 | $927K | Hold |
4,690
| – | – | 0.43% | 54 |
|
|
2023
Q1 | $808K | Hold |
4,690
| – | – | 0.44% | 51 |
|
|
2022
Q4 | $665K | Sell |
4,690
-310
| -6% | -$44K | 0.42% | 63 |
|
|
2022
Q3 | $617K | Buy |
5,000
+200
| +4% | +$24.7K | 0.39% | 63 |
|
|
2022
Q2 | $574K | Buy |
4,800
+117
| +2% | +$14K | 0.34% | 67 |
|
|
2022
Q1 | $640K | Sell |
4,683
-75
| -2% | -$10.3K | 0.28% | 73 |
|
|
2021
Q4 | $729K | Buy |
+4,758
| New | +$729K | 0.28% | 74 |
|