BSW Wealth Partners’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 | $268K | Buy |
2,495
+180
| +8% | +$19.3K | 0.04% | 262 |
|
|
2025
Q1 | $259K | Sell |
2,315
-96
| -4% | -$10.7K | 0.04% | 253 |
|
|
2024
Q4 | $286K | Buy |
2,411
+1
| +0% | +$119 | 0.04% | 238 |
|
|
2024
Q3 | $292K | Sell |
2,410
-98
| -4% | -$11.9K | 0.04% | 227 |
|
|
2024
Q2 | $294K | Sell |
2,508
-43
| -2% | -$5.04K | 0.05% | 213 |
|
|
2024
Q1 | $300K | Sell |
2,551
-2,516
| -50% | -$295K | 0.05% | 222 |
|
|
2023
Q4 | $525K | Buy |
5,067
+61
| +1% | +$6.33K | 0.1% | 118 |
|
|
2023
Q3 | $475K | Buy |
5,006
+250
| +5% | +$23.7K | 0.11% | 115 |
|
|
2023
Q2 | $420K | Sell |
4,756
-173
| -4% | -$15.3K | 0.09% | 132 |
|
|
2023
Q1 | $408K | Sell |
4,929
-190
| -4% | -$15.7K | 0.08% | 169 |
|
|
2022
Q4 | $509K | Sell |
5,119
-1,211
| -19% | -$120K | 0.11% | 132 |
|
|
2022
Q3 | $543K | Sell |
6,330
-141
| -2% | -$12.1K | 0.13% | 106 |
|
|
2022
Q2 | $619K | Sell |
6,471
-18
| -0.3% | -$1.72K | 0.15% | 100 |
|
|
2022
Q1 | $767K | Buy |
6,489
+144
| +2% | +$17K | 0.19% | 81 |
|
|
2021
Q4 | $687K | Buy |
6,345
+17
| +0.3% | +$1.84K | 0.17% | 87 |
|
|
2021
Q3 | $666K | Buy |
6,328
+532
| +9% | +$56K | 0.19% | 71 |
|
|
2021
Q2 | $594K | Buy |
5,796
+684
| +13% | +$70.1K | 0.16% | 84 |
|
|
2021
Q1 | $466K | Buy |
5,112
+612
| +14% | +$55.8K | 0.13% | 92 |
|
|
2020
Q4 | $351K | Sell |
4,500
-22
| -0.5% | -$1.72K | 0.11% | 108 |
|
|
2020
Q3 | $287K | Buy |
+4,522
| New | +$287K | 0.11% | 104 |
|