Carson Wealth (CWM LLC)’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $67K | Buy |
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|
2025
Q2 | $49K | Sell |
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|
2025
Q1 | $43K | Sell |
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|
2024
Q4 | $38K | Buy |
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|
2024
Q3 | $15K | Sell |
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|
2024
Q2 | $28K | Sell |
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|
2024
Q1 | $50K | Buy |
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|
2023
Q4 | $58K | Sell |
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|
2023
Q3 | $62K | Buy |
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|
2023
Q2 | $65K | Buy |
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|
2023
Q1 | $61K | Sell |
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|
2022
Q4 | $67K | Buy |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $29K | Buy |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $39K | Hold |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $39K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $39K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $39K | Sell |
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|
2018
Q4 | $40K | Buy |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $49K | Sell |
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|
2017
Q4 | $54K | Hold |
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|
2017
Q3 | $51K | Buy |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $43K | Sell |
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|
2016
Q4 | $43K | Buy |
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|
2016
Q3 | $25K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $365K | Buy |
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|
2013
Q3 | $119K | Buy |
|