TD Private Client Wealth’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 | $143K | Buy |
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|
2025
Q2 | $118K | Buy |
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|
2025
Q1 | $120K | Buy |
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|
2024
Q4 | $99.1K | Hold |
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|
2024
Q3 | $96.8K | Buy |
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|
2024
Q2 | $56.5K | Sell |
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|
2024
Q1 | $75.9K | Buy |
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|
2023
Q4 | $49.2K | Buy |
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|
2023
Q3 | $43.8K | Buy |
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|
2023
Q2 | $36.2K | Hold |
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|
2023
Q1 | $31.5K | Sell |
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|
2022
Q4 | $49.5K | Sell |
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|
2022
Q3 | $47.9K | Sell |
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|
2022
Q2 | $55.2K | Sell |
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|
2022
Q1 | $77.7K | Buy |
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|
2021
Q4 | $20.7K | Sell |
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|
2021
Q3 | $21.4K | Hold |
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|
2021
Q2 | $21.3K | Hold |
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|
2021
Q1 | $20.5K | Sell |
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|
2020
Q4 | $20.2K | Sell |
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|
2020
Q3 | $937K | Sell |
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|
2020
Q2 | $986K | Buy |
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|
2020
Q1 | $667K | Buy |
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|
2019
Q4 | $951K | Buy |
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