Carson Wealth (CWM LLC)’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
24,965
+8,989
| +56% | +$966K | 0.01% | 839 |
|
|
2025
Q1 | $1.78M | Buy |
15,976
+1,290
| +9% | +$144K | 0.01% | 864 |
|
|
2024
Q4 | $1.74M | Buy |
14,686
+673
| +5% | +$79.8K | 0.01% | 836 |
|
|
2024
Q3 | $1.7M | Buy |
14,013
+977
| +7% | +$118K | 0.01% | 773 |
|
|
2024
Q2 | $1.53M | Buy |
13,036
+1,527
| +13% | +$179K | 0.01% | 717 |
|
|
2024
Q1 | $1.35M | Buy |
11,509
+532
| +5% | +$62.5K | 0.01% | 738 |
|
|
2023
Q4 | $1.14M | Buy |
10,977
+480
| +5% | +$49.8K | 0.01% | 750 |
|
|
2023
Q3 | $996K | Buy |
10,497
+703
| +7% | +$66.7K | 0.01% | 752 |
|
|
2023
Q2 | $864K | Buy |
9,794
+525
| +6% | +$46.3K | 0.01% | 767 |
|
|
2023
Q1 | $767K | Buy |
9,269
+118
| +1% | +$9.76K | 0.01% | 740 |
|
|
2022
Q4 | $910K | Sell |
9,151
-92
| -1% | -$9.15K | 0.01% | 644 |
|
|
2022
Q3 | $793K | Buy |
9,243
+1,266
| +16% | +$109K | 0.01% | 613 |
|
|
2022
Q2 | $763K | Sell |
7,977
-144
| -2% | -$13.8K | 0.01% | 624 |
|
|
2022
Q1 | $960K | Sell |
8,121
-1,953
| -19% | -$231K | 0.01% | 570 |
|
|
2021
Q4 | $1.09M | Buy |
+10,074
| New | +$1.09M | 0.01% | 559 |
|
|
2021
Q2 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2021
Q1 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2020
Q4 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2020
Q3 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2020
Q2 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2020
Q1 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2019
Q4 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2019
Q3 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2019
Q2 | $343K | Hold |
3,350
| – | – | ﹤0.01% | 752 |
|
|
2019
Q1 | $343K | Buy |
3,350
+2,104
| +169% | +$215K | ﹤0.01% | 752 |
|
|
2018
Q4 | $102K | Buy |
1,246
+228
| +22% | +$18.7K | ﹤0.01% | 723 |
|
|
2018
Q3 | $103K | Buy |
1,018
+257
| +34% | +$26K | ﹤0.01% | 616 |
|
|
2018
Q2 | $71K | Buy |
761
+156
| +26% | +$14.6K | ﹤0.01% | 572 |
|
|
2018
Q1 | $63K | Buy |
605
+38
| +7% | +$3.96K | ﹤0.01% | 513 |
|
|
2017
Q4 | $65K | Buy |
567
+18
| +3% | +$2.06K | ﹤0.01% | 488 |
|
|
2017
Q3 | $58K | Buy |
549
+12
| +2% | +$1.27K | ﹤0.01% | 490 |
|
|
2017
Q2 | $58K | Buy |
537
+161
| +43% | +$17.4K | ﹤0.01% | 455 |
|
|
2017
Q1 | $40K | Sell |
376
-52
| -12% | -$5.53K | ﹤0.01% | 493 |
|
|
2016
Q4 | $45K | Buy |
428
+328
| +328% | +$34.5K | ﹤0.01% | 460 |
|
|
2016
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 744 |
|
|
2016
Q2 | $7K | Sell |
100
-1,386
| -93% | -$97K | ﹤0.01% | 591 |
|
|
2016
Q1 | $107K | Sell |
1,486
-6
| -0.4% | -$432 | 0.01% | 273 |
|
|
2015
Q4 | $121K | Buy |
1,492
+6
| +0.4% | +$487 | 0.01% | 247 |
|
|
2015
Q3 | $113K | Buy |
+1,486
| New | +$113K | 0.01% | 233 |
|
|
2014
Q1 | – | Sell |
-1,637
| Closed | -$151K | – | 371 |
|
|
2013
Q4 | $151K | Buy |
1,637
+37
| +2% | +$3.41K | 0.02% | 170 |
|
|
2013
Q3 | $125K | Buy |
+1,600
| New | +$125K | 0.03% | 144 |
|