BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $195K | Sell |
2,213
-17
| -0.8% | -$1.5K | 0.02% | 231 |
|
|
2023
Q1 | $185K | Buy |
2,230
+2
| +0.1% | +$166 | 0.02% | 239 |
|
|
2022
Q4 | $222K | Sell |
2,228
-1,821
| -45% | -$181K | 0.02% | 225 |
|
|
2022
Q3 | $347K | Sell |
4,049
-28
| -0.7% | -$2.4K | 0.04% | 193 |
|
|
2022
Q2 | $390K | Buy |
4,077
+1,456
| +56% | +$139K | 0.04% | 195 |
|
|
2022
Q1 | $310K | Sell |
2,621
-876
| -25% | -$104K | 0.03% | 216 |
|
|
2021
Q4 | $379K | Sell |
3,497
-68
| -2% | -$7.37K | 0.04% | 211 |
|
|
2021
Q3 | $375K | Buy |
3,565
+2
| +0.1% | +$210 | 0.04% | 201 |
|
|
2021
Q2 | $365K | Buy |
3,563
+1
| +0% | +$102 | 0.04% | 198 |
|
|
2021
Q1 | $324K | Buy |
3,562
+2
| +0.1% | +$182 | 0.04% | 202 |
|
|
2020
Q4 | $278K | Buy |
3,560
+19
| +0.5% | +$1.48K | 0.04% | 194 |
|
|
2020
Q3 | $225K | Buy |
3,541
+1,267
| +56% | +$80.5K | 0.04% | 206 |
|
|
2020
Q2 | $139K | Buy |
2,274
+90
| +4% | +$5.5K | 0.02% | 246 |
|
|
2020
Q1 | $114K | Buy |
2,184
+484
| +28% | +$25.3K | 0.02% | 247 |
|
|
2019
Q4 | $159K | Buy |
1,700
+16
| +1% | +$1.5K | 0.03% | 240 |
|
|
2019
Q3 | $152K | Buy |
1,684
+551
| +49% | +$49.7K | 0.03% | 226 |
|
|
2019
Q2 | $114K | Hold |
1,133
| – | – | 0.02% | 250 |
|
|
2019
Q1 | $104K | Hold |
1,133
| – | – | 0.02% | 272 |
|
|
2018
Q4 | $92K | Sell |
1,133
-151
| -12% | -$12.3K | 0.02% | 245 |
|
|
2018
Q3 | $130K | Buy |
1,284
+801
| +166% | +$81.1K | 0.03% | 230 |
|
|
2018
Q2 | $45K | Buy |
+483
| New | +$45K | 0.01% | 331 |
|