Valued Wealth 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 | $1.38K | Hold |
5
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $1.43K | Hold |
5
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $1.36K | Buy |
5
+1
| +25% | +$272 | ﹤0.01% | 444 |
|
|
2024
Q3 | $1.06K | Hold |
4
| – | – | ﹤0.01% | 443 |
|
|
2024
Q2 | $947 | Buy |
4
+1
| +33% | +$237 | ﹤0.01% | 446 |
|
|
2024
Q1 | $759 | Buy |
+3
| New | +$759 | ﹤0.01% | 465 |
|