Wealth Enhancement Advisory Services’s Primerica PRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.12M Sell
4,049
-879
-18% -$244K ﹤0.01% 1674
2025
Q1
$1.4M Buy
4,928
+1,543
+46% +$439K ﹤0.01% 1426
2024
Q4
$919K Buy
3,385
+354
+12% +$96.1K ﹤0.01% 1588
2024
Q3
$804K Sell
3,031
-760
-20% -$202K ﹤0.01% 1512
2024
Q2
$897K Sell
3,791
-4,459
-54% -$1.05M ﹤0.01% 1331
2024
Q1
$2.09M Buy
8,250
+221
+3% +$55.9K 0.01% 926
2023
Q4
$1.65M Sell
8,029
-85
-1% -$17.5K ﹤0.01% 964
2023
Q3
$1.57M Buy
+8,114
New +$1.57M 0.01% 940