Altium Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $228K | Buy |
2,379
+15
| +0.6% | +$1.44K | 0.02% | 334 |
|
|
2022
Q1 | $279K | Hold |
2,364
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $256K | Buy |
2,364
+221
| +10% | +$23.9K | 0.02% | 333 |
|
|
2021
Q3 | $225K | Hold |
2,143
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $220K | Sell |
2,143
-58
| -3% | -$5.95K | 0.02% | 351 |
|
|
2021
Q1 | $201K | Buy |
+2,201
| New | +$201K | 0.02% | 362 |
|
|
2020
Q1 | – | Sell |
-4,035
| Closed | -$378K | – | 347 |
|
|
2019
Q4 | $378K | Buy |
4,035
+496
| +14% | +$46.5K | 0.05% | 195 |
|
|
2019
Q3 | $318K | Buy |
3,539
+101
| +3% | +$9.08K | 0.04% | 208 |
|
|
2019
Q2 | $347K | Buy |
3,438
+71
| +2% | +$7.17K | 0.05% | 200 |
|
|
2019
Q1 | $309K | Buy |
3,367
+34
| +1% | +$3.12K | 0.05% | 209 |
|
|
2018
Q4 | $272K | Buy |
3,333
+619
| +23% | +$50.5K | 0.05% | 220 |
|
|
2018
Q3 | $275K | Buy |
2,714
+136
| +5% | +$13.8K | 0.05% | 226 |
|
|
2018
Q2 | $241K | Buy |
+2,578
| New | +$241K | 0.06% | 214 |
|