Sendero Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Buy |
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|
2025
Q2 | $786K | Hold |
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|
2025
Q1 | $817K | Buy |
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|
2024
Q4 | $663K | Hold |
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|
2024
Q3 | $648K | Hold |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $618K | Hold |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $279K | Buy |
|