Carolinas Wealth Consulting’s Prudential PUK Stock Holding History

Carolinas Wealth Consulting’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-181	Closed	-$3.89K	–	717
2025 Q1	$3.89K	Sell	181 -26	-13%	-$465	﹤0.01%	647
2024 Q4	$3.3K	Buy	+207	New	+$3.47K	﹤0.01%	715
2024 Q3	–	Sell	-279	Closed	-$5.11K	–	1086
2024 Q2	$5.11K	Buy	279 +200	+253%	+$3.77K	﹤0.01%	647
2024 Q1	$1.52K	Sell	79 -107	-58%	-$2.21K	﹤0.01%	832
2023 Q4	$4.18K	Hold	186	–	–	﹤0.01%	643
2023 Q3	$3.9K	Buy	186 +39	+27%	+$986	﹤0.01%	644
2023 Q2	$4.16K	Sell	147 -17	-10%	-$487	﹤0.01%	697
2023 Q1	$4.48K	Sell	164 -73	-31%	-$2.19K	﹤0.01%	704
2022 Q4	$6.51K	Buy	+237	New	+$5.42K	﹤0.01%	665

Other funds holding PUK

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

Carolinas Wealth Consulting's PUK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Prudential (PUK) in Q2 2025, closing a stake of 181 shares — an estimated $3.89K sold.

Carolinas Wealth Consulting first reported a position in PUK in Q4 2022 and held it in 9 quarters. The position peaked at $6.51K in Q4 2022. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Prudential position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 181 Prudential shares in Q2 2025, an estimated $3.89K.
Carolinas Wealth Consulting first reported a position in Prudential in Q4 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's Prudential position peaked at $6.51K in Q4 2022.
206 funds tracked by Wall St. Rank held Prudential as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.