Cornerstone Wealth Management’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$525K	Buy	5,371 +816	+18%	+$84.5K	0.03%	439
2025 Q4	$514K	Buy	4,555 +599	+15%	+$64.2K	0.03%	414
2025 Q3	$410K	Buy	3,956 +62	+2%	+$6.53K	0.02%	464
2025 Q2	$418K	Buy	3,894 +123	+3%	+$12.7K	0.03%	433
2025 Q1	$421K	Sell	3,771 -13	-0.3%	-$1.48K	0.03%	404
2024 Q4	$449K	Buy	3,784 +99	+3%	+$12.2K	0.03%	379
2024 Q3	$446K	Sell	3,685 -1	-0%	-$118	0.03%	379
2024 Q2	$432K	Sell	3,686 -15	-0.4%	-$1.73K	0.03%	356
2024 Q1	$434K	Sell	3,701 -532	-13%	-$57.3K	0.04%	354
2023 Q4	$439K	Buy	4,233 +490	+13%	+$47K	0.04%	343
2023 Q3	$355K	Sell	3,743 -40	-1%	-$3.78K	0.03%	386
2023 Q2	$334K	Sell	3,783 -35	-0.9%	-$2.93K	0.03%	382
2023 Q1	$316K	Buy	+3,818	New	+$364K	0.03%	367
2022 Q3	$266K	Buy	3,101 +1	+0%	+$96	0.03%	371
2022 Q2	$297K	Sell	3,100 -172	-5%	-$18.2K	0.03%	357
2022 Q1	$387K	Sell	3,272 -69	-2%	-$7.85K	0.04%	322
2021 Q4	$357K	Sell	3,341 -183	-5%	-$19.9K	0.03%	353
2021 Q3	$371K	Sell	3,524 -241	-6%	-$24.8K	0.04%	320
2021 Q2	$386K	Sell	3,765 -3,688	-49%	-$377K	0.04%	326
2021 Q1	$679K	Sell	7,453 -441	-6%	-$37.8K	0.08%	224
2020 Q4	$616K	Sell	7,894 -546	-6%	-$39.5K	0.08%	214
2020 Q3	$536K	Buy	8,440 +544	+7%	+$35.8K	0.08%	211
2020 Q2	$481K	Buy	7,896 +1,124	+17%	+$66K	0.08%	218
2020 Q1	$353K	Buy	+6,772	New	+$538K	0.07%	241
2019 Q2	–	Sell	-2,207	Closed	-$471K	–	474
2019 Q1	$471K	Buy	+2,207	New	+$203K	0.06%	282
2018 Q4	–	Sell	-98,373	Closed	-$902K	–	945
2018 Q3	$902K	Buy	98,373 +40,283	+69%	+$3.97M	0.01%	739
2018 Q2	$616K	Buy	+58,090	New	+$5.87M	0.01%	935