Carson Wealth (CWM LLC)’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49K | Sell |
1,959
-54
| -3% | -$1.35K | ﹤0.01% | 3299 |
|
|
2025
Q1 | $43K | Sell |
2,013
-394
| -16% | -$8.42K | ﹤0.01% | 3100 |
|
|
2024
Q4 | $38K | Buy |
2,407
+1,624
| +207% | +$25.6K | ﹤0.01% | 2987 |
|
|
2024
Q3 | $15K | Sell |
783
-738
| -49% | -$14.1K | ﹤0.01% | 3552 |
|
|
2024
Q2 | $28K | Sell |
1,521
-1,077
| -41% | -$19.8K | ﹤0.01% | 2895 |
|
|
2024
Q1 | $50K | Buy |
2,598
+22
| +0.9% | +$423 | ﹤0.01% | 2298 |
|
|
2023
Q4 | $58K | Sell |
2,576
-254
| -9% | -$5.72K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $62K | Buy |
2,830
+549
| +24% | +$12K | ﹤0.01% | 1937 |
|
|
2023
Q2 | $65K | Buy |
2,281
+59
| +3% | +$1.68K | ﹤0.01% | 1813 |
|
|
2023
Q1 | $61K | Sell |
2,222
-211
| -9% | -$5.79K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $67K | Buy |
2,433
+1,181
| +94% | +$32.5K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $25K | Buy |
1,252
+18
| +1% | +$359 | ﹤0.01% | 2089 |
|
|
2022
Q2 | $31K | Sell |
1,234
-272
| -18% | -$6.83K | ﹤0.01% | 1868 |
|
|
2022
Q1 | $45K | Buy |
1,506
+669
| +80% | +$20K | ﹤0.01% | 1652 |
|
|
2021
Q4 | $29K | Buy |
+837
| New | +$29K | ﹤0.01% | 1794 |
|
|
2021
Q2 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2021
Q1 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q4 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q3 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q2 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2020
Q1 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q4 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q3 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q2 | $39K | Hold |
1,049
| – | – | ﹤0.01% | 1499 |
|
|
2019
Q1 | $39K | Sell |
1,049
-127
| -11% | -$4.72K | ﹤0.01% | 1499 |
|
|
2018
Q4 | $40K | Buy |
1,176
+174
| +17% | +$5.92K | ﹤0.01% | 926 |
|
|
2018
Q3 | $45K | Sell |
1,002
-57
| -5% | -$2.56K | ﹤0.01% | 771 |
|
|
2018
Q2 | $47K | Buy |
1,059
+74
| +8% | +$3.28K | ﹤0.01% | 642 |
|
|
2018
Q1 | $49K | Sell |
985
-108
| -10% | -$5.37K | ﹤0.01% | 557 |
|
|
2017
Q4 | $54K | Hold |
1,093
| – | – | ﹤0.01% | 518 |
|
|
2017
Q3 | $51K | Buy |
1,093
+47
| +4% | +$2.19K | ﹤0.01% | 519 |
|
|
2017
Q2 | $47K | Hold |
1,046
| – | – | ﹤0.01% | 490 |
|
|
2017
Q1 | $43K | Sell |
1,046
-63
| -6% | -$2.59K | ﹤0.01% | 482 |
|
|
2016
Q4 | $43K | Buy |
1,109
+387
| +54% | +$15K | ﹤0.01% | 469 |
|
|
2016
Q3 | $25K | Buy |
+722
| New | +$25K | ﹤0.01% | 521 |
|
|
2016
Q1 | – | Sell |
-33
| Closed | -$1K | – | 800 |
|
|
2015
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 650 |
|
|
2014
Q1 | – | Sell |
-8,351
| Closed | -$365K | – | 375 |
|
|
2013
Q4 | $365K | Buy |
8,351
+5,052
| +153% | +$221K | 0.06% | 144 |
|
|
2013
Q3 | $119K | Buy |
+3,299
| New | +$119K | 0.03% | 147 |
|