Venturi Wealth Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-214
| Closed | -$58.1K | – | 1502 |
|
|
2024
Q4 | $58.1K | Buy |
214
+115
| +116% | +$31.2K | ﹤0.01% | 973 |
|
|
2024
Q3 | $26.3K | Sell |
99
-347
| -78% | -$92K | ﹤0.01% | 951 |
|
|
2024
Q2 | $106K | Buy |
446
+422
| +1,758% | +$99.8K | 0.01% | 496 |
|
|
2024
Q1 | $6.07K | Buy |
24
+14
| +140% | +$3.54K | ﹤0.01% | 1042 |
|
|
2023
Q4 | $2.06K | Buy |
+10
| New | +$2.06K | ﹤0.01% | 1214 |
|