AWM
Accel Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
11,018
+778
| +8% | +$83.6K | 0.4% | 66 |
|
|
2025
Q1 | $1.14M | Buy |
10,240
+298
| +3% | +$33.3K | 0.41% | 66 |
|
|
2024
Q4 | $1.18M | Sell |
9,942
-4,702
| -32% | -$557K | 0.45% | 60 |
|
|
2024
Q3 | $1.77M | Sell |
14,644
-549
| -4% | -$66.5K | 0.66% | 42 |
|
|
2024
Q2 | $1.78M | Sell |
15,193
-117
| -0.8% | -$13.7K | 0.71% | 37 |
|
|
2024
Q1 | $1.8M | Buy |
15,310
+104
| +0.7% | +$12.2K | 0.76% | 37 |
|
|
2023
Q4 | $1.58M | Sell |
15,206
-459
| -3% | -$47.6K | 0.79% | 36 |
|
|
2023
Q3 | $1.49M | Sell |
15,665
-258
| -2% | -$24.5K | 0.83% | 36 |
|
|
2023
Q2 | $1.4M | Buy |
15,923
+5,923
| +59% | +$523K | 0.77% | 40 |
|
|
2023
Q1 | $827K | Buy |
10,000
+2,533
| +34% | +$210K | 0.34% | 75 |
|
|
2022
Q4 | $743K | Sell |
7,467
-460
| -6% | -$45.8K | 0.36% | 62 |
|
|
2022
Q3 | $747K | Buy |
7,927
+64
| +0.8% | +$6.03K | 0.4% | 61 |
|
|
2022
Q2 | $726K | Sell |
7,863
-2,481
| -24% | -$229K | 0.42% | 58 |
|
|
2022
Q1 | $1.23M | Sell |
10,344
-783
| -7% | -$92.7K | 0.63% | 44 |
|
|
2021
Q4 | $1.2M | Sell |
11,127
-280
| -2% | -$30.3K | 0.59% | 49 |
|
|
2021
Q3 | $1.2M | Buy |
11,407
+55
| +0.5% | +$5.79K | 0.78% | 37 |
|
|
2021
Q2 | $1.16M | Sell |
11,352
-320
| -3% | -$32.8K | 0.77% | 34 |
|
|
2021
Q1 | $1.06M | Buy |
11,672
+194
| +2% | +$17.7K | 0.86% | 25 |
|
|
2020
Q4 | $896K | Buy |
+11,478
| New | +$896K | 0.83% | 25 |
|