Ballentine Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $595K | Buy |
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|
2025
Q4 | $623K | Buy |
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|
2025
Q3 | $513K | Sell |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $391K | Buy |
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|
2024
Q4 | $163K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $356K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $206K | Buy |
|