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Whipplewood Advisors’s Primerica PRI Stock Holding History

Whipplewood Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.83K Sell
14
-32
-70% -$8.76K ﹤0.01% 747
2025
Q1 		$3.98K Buy
46
+32
+229% +$2.77K ﹤0.01% 741
2024
Q4 		$3.8K Buy
+14
New +$3.8K ﹤0.01% 750