Beaird Harris 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.61K | Hold |
15
| – | – | ﹤0.01% | 514 |
|
2025
Q1 | $1.68K | Hold |
15
| – | – | ﹤0.01% | 456 |
|
2024
Q4 | $1.78K | Hold |
15
| – | – | ﹤0.01% | 450 |
|
2024
Q3 | $1.82K | Hold |
15
| – | – | ﹤0.01% | 449 |
|
2024
Q2 | $1.76K | Hold |
15
| – | – | ﹤0.01% | 549 |
|
2024
Q1 | $1.76K | Hold |
15
| – | – | ﹤0.01% | 486 |
|
2023
Q4 | $1.56K | Buy |
+15
| New | +$1.56K | ﹤0.01% | 492 |
|
2023
Q3 | – | Sell |
-103
| Closed | -$9.09K | – | 481 |
|
2023
Q2 | $9.09K | Hold |
103
| – | – | ﹤0.01% | 272 |
|
2023
Q1 | $8.52K | Sell |
103
-48
| -32% | -$3.97K | ﹤0.01% | 281 |
|
2022
Q4 | $15K | Buy |
151
+7
| +5% | +$696 | ﹤0.01% | 290 |
|
2022
Q3 | $12K | Hold |
144
| – | – | ﹤0.01% | 266 |
|
2022
Q2 | $14K | Hold |
144
| – | – | ﹤0.01% | 227 |
|
2022
Q1 | $17K | Hold |
144
| – | – | 0.01% | 266 |
|
2021
Q4 | $16K | Buy |
+144
| New | +$16K | 0.01% | 346 |
|