Congress Wealth Management’s Prudential Financial PRU Stock Holding History

Congress Wealth Management’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$490K	Sell
2025 Q1	$991K	Buy
2024 Q4	$384K	Buy
2024 Q3	$263K	Buy
2024 Q1	–	Sell
2023 Q4	$235K	Buy