Mount Yale Investment Advisors, LLC Primerica, Inc. Transaction History

Mount Yale Investment Advisors, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$194.01 - $216.8 $51,800 - $57,885	-267 Reduced 19.91%	1,074 $208,000
Q2 2023 Aug 14, 2023	SELL	$167.79 - $198.15 $17,617 - $20,805	-105 Reduced 7.26%	1,341 $265,000
Q1 2023 May 11, 2023	SELL	$141.95 - $191.94 $28,106 - $38,004	-198 Reduced 12.04%	1,446 $249,000
Q4 2022 Feb 13, 2023	BUY	$127.17 - $149.03 $209,067 - $245,005	1,644 New	1,644 $233,000
Q1 2021 May 04, 2021	SELL	$129.88 - $157.05 $207,678 - $251,122	-1,599 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$109.5 - $140.09 $175,090 - $224,003	1,599 New	1,599 $214,000
Q2 2019 Aug 13, 2019	SELL	$114.86 - $131.56 $263,603 - $301,930	-2,295 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$94.26 - $127.79 $3,110 - $4,217	-33 Reduced 1.42%	2,295 $280,000
Q4 2018 Feb 14, 2019	SELL	$91.38 - $122.12 $22,205 - $29,675	-243 Reduced 9.45%	2,328 $269,000
Q3 2018 Nov 13, 2018	SELL	$101.0 - $127.7 $16,463 - $20,815	-163 Reduced 5.96%	2,571 $300,000
Q2 2018 Aug 22, 2018	SELL	$92.7 - $102.8 $1,297 - $1,439	-14 Reduced 0.51%	2,734 $272,000
Q1 2018 Jun 25, 2018	BUY	$93.5 - $106.45 $256,938 - $292,524	2,748 New	2,748 $265,000

474

28M

3.2K

8.6K

Ticker PRI
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 37,453,100
Market Cap $11B
Description
Primerica, Inc., together with its subsidiaries, provides financial products to middle-income households in the United States and Canada. The company operates in four segments: Term Life Insurance; Investment and Savings Products; Senior Health; and Corporate and Other Distributed Products. The Term Life Insurance segment underwrites individual ...

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.