Carson Wealth (CWM LLC)’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.05M | Buy |
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|
2025
Q2 | $2.68M | Buy |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.7M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $996K | Buy |
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|
2023
Q2 | $864K | Buy |
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|
2023
Q1 | $767K | Buy |
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|
2022
Q4 | $910K | Sell |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $763K | Sell |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q2 | $343K | Hold |
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|
2021
Q1 | $343K | Hold |
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|
2020
Q4 | $343K | Hold |
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|
2020
Q3 | $343K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $343K | Hold |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $343K | Hold |
|
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|
2019
Q2 | $343K | Hold |
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|
2019
Q1 | $343K | Buy |
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|
2018
Q4 | $102K | Buy |
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|
2018
Q3 | $103K | Buy |
|
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|
2018
Q2 | $71K | Buy |
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|
2018
Q1 | $63K | Buy |
|
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|
2017
Q4 | $65K | Buy |
|
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|
2017
Q3 | $58K | Buy |
|
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|
2017
Q2 | $58K | Buy |
|
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|
2017
Q1 | $40K | Sell |
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|
2016
Q4 | $45K | Buy |
|
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Sell |
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|
2016
Q1 | $107K | Sell |
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|
2015
Q4 | $121K | Buy |
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|
2015
Q3 | $113K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $151K | Buy |
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|
2013
Q3 | $125K | Buy |
|