Axxcess Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
8,843
-210
| -2% | -$22.6K | 0.02% | 438 |
|
|
2025
Q1 | $1.01M | Buy |
9,053
+2,058
| +29% | +$230K | 0.03% | 392 |
|
|
2024
Q4 | $829K | Sell |
6,995
-110
| -2% | -$13K | 0.02% | 436 |
|
|
2024
Q3 | $860K | Buy |
7,105
+13
| +0.2% | +$1.57K | 0.02% | 423 |
|
|
2024
Q2 | $831K | Sell |
7,092
-2,458
| -26% | -$288K | 0.02% | 411 |
|
|
2024
Q1 | $1.12M | Buy |
9,550
+1,141
| +14% | +$134K | 0.03% | 349 |
|
|
2023
Q4 | $872K | Sell |
8,409
-3,925
| -32% | -$407K | 0.03% | 385 |
|
|
2023
Q3 | $1.17M | Buy |
+12,334
| New | +$1.17M | 0.04% | 290 |
|
|
2023
Q2 | – | Sell |
-3,677
| Closed | -$304K | – | 663 |
|
|
2023
Q1 | $304K | Sell |
3,677
-2,067
| -36% | -$171K | 0.02% | 476 |
|
|
2022
Q4 | $571K | Buy |
5,744
+3,005
| +110% | +$299K | 0.05% | 333 |
|
|
2022
Q3 | $235K | Sell |
2,739
-107
| -4% | -$9.18K | 0.02% | 455 |
|
|
2022
Q2 | $272K | Buy |
2,846
+180
| +7% | +$17.2K | 0.03% | 419 |
|
|
2022
Q1 | $315K | Sell |
2,666
-243
| -8% | -$28.7K | 0.02% | 458 |
|
|
2021
Q4 | $315K | Buy |
+2,909
| New | +$315K | 0.02% | 458 |
|