Ascent Wealth Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $1.42M | Sell |
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|
2025
Q3 | $1.31M | Sell |
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|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $956K | Buy |
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|
2022
Q4 | $1.09M | Buy |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $807K | Buy |
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|
2021
Q3 | $690K | Buy |
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|
2021
Q2 | $496K | Buy |
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