Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.26M | Buy |
19,067
+70
| +0.4% | +$8.3K | 0.31% | 81 |
|
|
2024
Q3 | $2.3M | Buy |
18,997
+206
| +1% | +$24.9K | 0.32% | 86 |
|
|
2024
Q2 | $2.2M | Sell |
18,791
-12
| -0.1% | -$1.41K | 0.32% | 83 |
|
|
2024
Q1 | $2.21M | Buy |
18,803
+86
| +0.5% | +$10.1K | 0.34% | 81 |
|
|
2023
Q4 | $1.94M | Buy |
18,717
+472
| +3% | +$49K | 0.32% | 89 |
|
|
2023
Q3 | $1.73M | Sell |
18,245
-6,129
| -25% | -$582K | 0.33% | 86 |
|
|
2023
Q2 | $2.15M | Buy |
24,374
+208
| +0.9% | +$18.4K | 0.39% | 75 |
|
|
2023
Q1 | $2M | Sell |
24,166
-173
| -0.7% | -$14.3K | 0.39% | 74 |
|
|
2022
Q4 | $2.42M | Sell |
24,339
-150
| -0.6% | -$14.9K | 0.51% | 58 |
|
|
2022
Q3 | $2.1M | Buy |
24,489
+231
| +1% | +$19.8K | 0.48% | 60 |
|
|
2022
Q2 | $2.32M | Sell |
24,258
-8,211
| -25% | -$786K | 0.51% | 61 |
|
|
2022
Q1 | $3.84M | Sell |
32,469
-189
| -0.6% | -$22.3K | 0.69% | 38 |
|
|
2021
Q4 | $3.54M | Buy |
32,658
+519
| +2% | +$56.2K | 0.59% | 64 |
|
|
2021
Q3 | $3.38M | Sell |
32,139
-175
| -0.5% | -$18.4K | 0.62% | 65 |
|
|
2021
Q2 | $3.31M | Buy |
32,314
+723
| +2% | +$74.1K | 0.59% | 63 |
|
|
2021
Q1 | $2.88M | Buy |
31,591
+387
| +1% | +$35.3K | 0.56% | 66 |
|
|
2020
Q4 | $2.44M | Buy |
31,204
+580
| +2% | +$45.3K | 0.49% | 86 |
|
|
2020
Q3 | $1.95M | Buy |
30,624
+6,210
| +25% | +$394K | 0.54% | 67 |
|
|
2020
Q2 | $1.49M | Buy |
+24,414
| New | +$1.49M | 0.49% | 85 |
|
|
2018
Q4 | – | Sell |
-36,083
| Closed | -$3.66M | – | 175 |
|
|
2018
Q3 | $3.66M | Buy |
+36,083
| New | +$3.66M | 1.04% | 27 |
|