CWS
Confluence Wealth Services’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
2,196
-293
| -12% | -$31.5K | 0.01% | 334 |
|
|
2025
Q1 | $253K | Sell |
2,489
-36
| -1% | -$3.66K | 0.02% | 308 |
|
|
2024
Q4 | $295K | Sell |
2,525
-33
| -1% | -$3.86K | 0.02% | 281 |
|
|
2024
Q3 | $310K | Buy |
2,558
+184
| +8% | +$22.3K | 0.02% | 276 |
|
|
2024
Q2 | $278K | Buy |
+2,374
| New | +$278K | 0.02% | 314 |
|
|
2022
Q1 | – | Sell |
-1,470
| Closed | -$159K | – | 918 |
|
|
2021
Q4 | $159K | Buy |
+1,470
| New | +$159K | 0.05% | 253 |
|