Westfield Capital Management’s Primerica PRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.5M | Sell |
250,151
-26,074
| -9% | -$7.14M | 0.29% | 103 |
|
|
2025
Q1 | $78.6M | Buy |
276,225
+36,095
| +15% | +$10.3M | 0.38% | 79 |
|
|
2024
Q4 | $65.2M | Buy |
240,130
+46,121
| +24% | +$12.5M | 0.28% | 107 |
|
|
2024
Q3 | $51.4M | Sell |
194,009
-70,732
| -27% | -$18.8M | 0.23% | 134 |
|
|
2024
Q2 | $62.6M | Buy |
264,741
+36,091
| +16% | +$8.54M | 0.31% | 106 |
|
|
2024
Q1 | $57.8M | Sell |
228,650
-434
| -0.2% | -$110K | 0.3% | 120 |
|
|
2023
Q4 | $47.1M | Buy |
229,084
+9,198
| +4% | +$1.89M | 0.27% | 140 |
|
|
2023
Q3 | $42.7M | Sell |
219,886
-15,282
| -6% | -$2.96M | 0.29% | 130 |
|
|
2023
Q2 | $46.5M | Buy |
235,168
+20,816
| +10% | +$4.12M | 0.3% | 127 |
|
|
2023
Q1 | $36.9M | Buy |
214,352
+33,418
| +18% | +$5.76M | 0.26% | 136 |
|
|
2022
Q4 | $25.7M | Buy |
180,934
+8,057
| +5% | +$1.14M | 0.2% | 149 |
|
|
2022
Q3 | $21.3M | Buy |
+172,877
| New | +$21.3M | 0.17% | 164 |
|
|
2022
Q1 | – | Sell |
-195,459
| Closed | -$30M | – | 255 |
|
|
2021
Q4 | $30M | Sell |
195,459
-54,522
| -22% | -$8.36M | 0.18% | 151 |
|
|
2021
Q3 | $38.4M | Buy |
249,981
+31,039
| +14% | +$4.77M | 0.23% | 144 |
|
|
2021
Q2 | $33.5M | Sell |
218,942
-51,487
| -19% | -$7.88M | 0.2% | 149 |
|
|
2021
Q1 | $40M | Buy |
270,429
+6,817
| +3% | +$1.01M | 0.25% | 130 |
|
|
2020
Q4 | $35.3M | Sell |
263,612
-11,800
| -4% | -$1.58M | 0.21% | 150 |
|
|
2020
Q3 | $31.2M | Sell |
275,412
-16,190
| -6% | -$1.83M | 0.2% | 143 |
|
|
2020
Q2 | $34M | Buy |
291,602
+147,992
| +103% | +$17.3M | 0.23% | 124 |
|
|
2020
Q1 | $12.7M | Buy |
+143,610
| New | +$12.7M | 0.11% | 167 |
|