Corient Private Wealth
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Corient Private Wealth’s Prudential PUK Stock Holding History

Corient Private Wealth’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$241K Buy
2025
Q1 		$206K Buy
2024
Q3 		– Sell
2024
Q2 		$1.03M Buy
2024
Q1 		$569K Buy
2023
Q4 		$600K Buy
2023
Q3 		$578K Buy
2023
Q2 		$602K Sell
2023
Q1 		$581K Buy
2022
Q4 		$299K Buy