CWM
Compass Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-754
| Closed | -$84.2K | – | 342 |
|
|
2025
Q1 | $84.2K | Hold |
754
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $89.4K | Hold |
754
| – | – | 0.02% | 206 |
|
|
2024
Q3 | $91.3K | Hold |
754
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $88.4K | Hold |
754
| – | – | 0.02% | 208 |
|
|
2024
Q1 | $88.5K | Hold |
754
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $78.2K | Hold |
754
| – | – | 0.02% | 207 |
|
|
2023
Q3 | $71.5K | Hold |
754
| – | – | 0.02% | 203 |
|
|
2023
Q2 | $66.5K | Hold |
754
| – | – | 0.02% | 219 |
|
|
2023
Q1 | $62.4K | Hold |
754
| – | – | 0.02% | 218 |
|
|
2022
Q4 | $75K | Buy |
+754
| New | +$75K | 0.02% | 201 |
|