Ballentine Partners’s Prudential PUK Stock Holding History

Ballentine Partners’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$465K	Buy
2025 Q1	$391K	Buy
2024 Q4	$163K	Buy
2019 Q3	–	Sell
2019 Q2	$356K	Buy
2019 Q1	$306K	Buy
2018 Q4	$233K	Buy
2018 Q3	–	Sell
2018 Q2	$206K	Buy