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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $128K | Sell |
513
-3
| -0.6% | -$774 | ﹤0.01% | 723 |
|
|
2025
Q4 | $133K | Hold |
516
| – | – | ﹤0.01% | 725 |
|
|
2025
Q3 | $143K | Buy |
516
+83
| +19% | +$22.3K | ﹤0.01% | 707 |
|
|
2025
Q2 | $118K | Buy |
433
+12
| +3% | +$3.18K | ﹤0.01% | 716 |
|
|
2025
Q1 | $120K | Buy |
421
+56
| +15% | +$16K | ﹤0.01% | 682 |
|
|
2024
Q4 | $99.1K | Hold |
365
| – | – | ﹤0.01% | 714 |
|
|
2024
Q3 | $96.8K | Buy |
365
+126
| +53% | +$31.8K | ﹤0.01% | 719 |
|
|
2024
Q2 | $56.5K | Sell |
239
-61
| -20% | -$13.8K | ﹤0.01% | 782 |
|
|
2024
Q1 | $75.9K | Buy |
300
+61
| +26% | +$14.4K | ﹤0.01% | 742 |
|
|
2023
Q4 | $49.2K | Buy |
239
+13
| +6% | +$2.66K | ﹤0.01% | 820 |
|
|
2023
Q3 | $43.8K | Buy |
226
+43
| +23% | +$8.8K | ﹤0.01% | 790 |
|
|
2023
Q2 | $36.2K | Hold |
183
| – | – | ﹤0.01% | 847 |
|
|
2023
Q1 | $31.5K | Sell |
183
-166
| -48% | -$27.2K | ﹤0.01% | 863 |
|
|
2022
Q4 | $49.5K | Sell |
349
-39
| -10% | -$5.43K | ﹤0.01% | 749 |
|
|
2022
Q3 | $47.9K | Sell |
388
-73
| -16% | -$9.25K | ﹤0.01% | 737 |
|
|
2022
Q2 | $55.2K | Sell |
461
-107
| -19% | -$13.5K | ﹤0.01% | 712 |
|
|
2022
Q1 | $77.7K | Buy |
568
+433
| +321% | +$61.5K | ﹤0.01% | 686 |
|
|
2021
Q4 | $20.7K | Sell |
135
-4
| -3% | -$634 | ﹤0.01% | 852 |
|
|
2021
Q3 | $21.4K | Hold |
139
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $21.3K | Hold |
139
| – | – | ﹤0.01% | 846 |
|
|
2021
Q1 | $20.5K | Sell |
139
-12
| -8% | -$1.72K | ﹤0.01% | 824 |
|
|
2020
Q4 | $20.2K | Sell |
151
-8,127
| -98% | -$1.02M | ﹤0.01% | 773 |
|
|
2020
Q3 | $937K | Sell |
8,278
-181
| -2% | -$22K | 0.05% | 298 |
|
|
2020
Q2 | $986K | Buy |
8,459
+916
| +12% | +$97.4K | 0.06% | 281 |
|
|
2020
Q1 | $667K | Buy |
7,543
+258
| +4% | +$29.5K | 0.05% | 287 |
|
|
2019
Q4 | $951K | Buy |
+7,285
| New | +$941K | 0.06% | 276 |
|
Other funds holding PRI
VPM
VCM
BWA
