Wealth Alliance’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 | $280K | Sell |
1,116
-12
| -1% | -$3.1K | 0.03% | 454 |
|
|
2025
Q4 | $291K | Buy |
1,128
+53
| +5% | +$13.8K | 0.03% | 436 |
|
|
2025
Q3 | $298K | Sell |
1,075
-6
| -0.6% | -$1.61K | 0.03% | 417 |
|
|
2025
Q2 | $296K | Buy |
1,081
+25
| +2% | +$6.63K | 0.03% | 416 |
|
|
2025
Q1 | $300K | Sell |
1,056
-18
| -2% | -$5.13K | 0.04% | 390 |
|
|
2024
Q4 | $291K | Sell |
1,074
-41
| -4% | -$11.6K | 0.03% | 394 |
|
|
2024
Q3 | $296K | Buy |
1,115
+3
| +0.3% | +$758 | 0.04% | 401 |
|
|
2024
Q2 | $263K | Buy |
1,112
+20
| +2% | +$4.54K | 0.03% | 423 |
|
|
2024
Q1 | $276K | Sell |
1,092
-224
| -17% | -$53K | 0.04% | 419 |
|
|
2023
Q4 | $271K | Sell |
1,316
-282
| -18% | -$57.6K | 0.04% | 409 |
|
|
2023
Q3 | $310K | Sell |
1,598
-106
| -6% | -$21.7K | 0.05% | 340 |
|
|
2023
Q2 | $337K | Sell |
1,704
-113
| -6% | -$20.8K | 0.05% | 342 |
|
|
2023
Q1 | $313K | Sell |
1,817
-76
| -4% | -$12.5K | 0.05% | 347 |
|
|
2022
Q4 | $268K | Sell |
1,893
-61
| -3% | -$8.5K | 0.05% | 376 |
|
|
2022
Q3 | $241K | Buy |
+1,954
| New | +$248K | 0.05% | 380 |
|
|
2022
Q2 | – | Sell |
-1,610
| Closed | -$220K | – | 480 |
|
|
2022
Q1 | $220K | Sell |
1,610
-139
| -8% | -$19.7K | 0.05% | 403 |
|
|
2021
Q4 | $268K | Sell |
1,749
-65
| -4% | -$10.3K | 0.05% | 354 |
|
|
2021
Q3 | $279K | Buy |
1,814
+10
| +0.6% | +$1.49K | 0.06% | 330 |
|
|
2021
Q2 | $276K | Sell |
1,804
-53
| -3% | -$8.37K | 0.07% | 346 |
|
|
2021
Q1 | $275K | Sell |
1,857
-154
| -8% | -$22.1K | 0.08% | 315 |
|
|
2020
Q4 | $269K | Sell |
2,011
-985
| -33% | -$124K | 0.08% | 303 |
|
|
2020
Q3 | $339K | Sell |
2,996
-811
| -21% | -$98.5K | 0.12% | 205 |
|
|
2020
Q2 | $444K | Buy |
3,807
+549
| +17% | +$58.4K | 0.18% | 148 |
|
|
2020
Q1 | $288K | Buy |
+3,258
| New | +$372K | 0.16% | 165 |
|
Other funds holding PRI
VPM
VCM
BWA
