AEPWM
Atlantic Edge Private Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
2,499
-65
| -3% | -$6.98K | 0.07% | 116 |
|
|
2025
Q1 | $286K | Sell |
2,564
-75
| -3% | -$8.38K | 0.09% | 111 |
|
|
2024
Q4 | $313K | Sell |
2,639
-75
| -3% | -$8.89K | 0.1% | 109 |
|
|
2024
Q3 | $329K | Buy |
2,714
+100
| +4% | +$12.1K | 0.1% | 108 |
|
|
2024
Q2 | $306K | Sell |
2,614
-45
| -2% | -$5.27K | 0.1% | 105 |
|
|
2024
Q1 | $312K | Hold |
2,659
| – | – | 0.11% | 105 |
|
|
2023
Q4 | $276K | Buy |
+2,659
| New | +$276K | 0.11% | 108 |
|