AmeriServ Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,547
| Closed | -$302K | – | 69 |
|
|
2024
Q4 | $302K | Buy |
+2,547
| New | +$302K | 0.16% | 54 |
|
|
2023
Q3 | $229K | Sell |
2,417
-65
| -3% | -$6.17K | 0.42% | 38 |
|
|
2023
Q2 | $219K | Sell |
2,482
-55
| -2% | -$4.85K | 0.41% | 41 |
|
|
2023
Q1 | $210K | Sell |
2,537
-200
| -7% | -$16.5K | 0.48% | 40 |
|
|
2022
Q4 | $272K | Sell |
2,737
-110
| -4% | -$10.9K | 0.54% | 37 |
|
|
2022
Q3 | $244K | Hold |
2,847
| – | – | 0.54% | 39 |
|
|
2022
Q2 | $272K | Sell |
2,847
-11,529
| -80% | -$1.1M | 0.64% | 41 |
|
|
2022
Q1 | $1.7M | Buy |
14,376
+1,470
| +11% | +$174K | 1.24% | 12 |
|
|
2021
Q4 | $1.4M | Buy |
12,906
+4
| +0% | +$433 | 0.96% | 18 |
|
|
2021
Q3 | $1.36M | Sell |
12,902
-442
| -3% | -$46.5K | 1.05% | 17 |
|
|
2021
Q2 | $1.37M | Sell |
13,344
-2,074
| -13% | -$212K | 1.06% | 21 |
|
|
2021
Q1 | $1.41M | Buy |
15,418
+746
| +5% | +$68K | 1.2% | 17 |
|
|
2020
Q4 | $1.15M | Buy |
+14,672
| New | +$1.15M | 1.13% | 22 |
|