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 |
|