Agate Pass Investment Management’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$990K	Sell	9,210 -2,120	-19%	-$228K	0.41%	65
2025 Q1	$1.27M	Buy	11,330 +4,600	+68%	+$514K	0.54%	57
2024 Q4	$798K	Buy	+6,730	New	+$798K	0.36%	70