BerganKDV Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $195K | Sell |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $347K | Sell |
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|
2022
Q2 | $390K | Buy |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $365K | Buy |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $114K | Buy |
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|
2019
Q4 | $159K | Buy |
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|
2019
Q3 | $152K | Buy |
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|
2019
Q2 | $114K | Hold |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $45K | Buy |
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