Charles Schwab’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.69M | Buy |
147,491
+45,094
| +44% | +$1.13M | ﹤0.01% | 2459 |
|
|
2025
Q1 | $2.2M | Buy |
102,397
+9,479
| +10% | +$204K | ﹤0.01% | 2580 |
|
|
2024
Q4 | $1.48M | Buy |
92,918
+35,811
| +63% | +$571K | ﹤0.01% | 2776 |
|
|
2024
Q3 | $1.06M | Buy |
57,107
+2,455
| +4% | +$45.5K | ﹤0.01% | 2898 |
|
|
2024
Q2 | $1M | Buy |
54,652
+17,410
| +47% | +$319K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $718K | Buy |
37,242
+3,329
| +10% | +$64.2K | ﹤0.01% | 2897 |
|
|
2023
Q4 | $761K | Buy |
33,913
+18,172
| +115% | +$408K | ﹤0.01% | 2920 |
|
|
2023
Q3 | $345K | Sell |
15,741
-1,690
| -10% | -$37K | ﹤0.01% | 3191 |
|
|
2023
Q2 | $494K | Buy |
17,431
+9,936
| +133% | +$281K | ﹤0.01% | 3058 |
|
|
2023
Q1 | $205K | Buy |
+7,495
| New | +$205K | ﹤0.01% | 3149 |
|