DWM
Darwin Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36K | Buy |
335
+3
| +0.9% | +$323 | 0.01% | 230 |
|
|
2025
Q1 | $39.4K | Hold |
332
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $39.4K | Sell |
332
-60
| -15% | -$7.12K | 0.01% | 246 |
|
|
2024
Q3 | $47.5K | Buy |
+392
| New | +$47.5K | 0.01% | 239 |
|
|
2023
Q3 | – | Sell |
-18,417
| Closed | -$1.69M | – | 150 |
|
|
2023
Q2 | $1.69M | Buy |
18,417
+4,851
| +36% | +$446K | 0.44% | 64 |
|
|
2023
Q1 | $1.18M | Buy |
13,566
+1,644
| +14% | +$143K | 0.32% | 72 |
|
|
2022
Q4 | $1.2M | Sell |
11,922
-15,271
| -56% | -$1.54M | 0.31% | 66 |
|
|
2022
Q3 | $2.61M | Buy |
27,193
+4,548
| +20% | +$436K | 0.65% | 39 |
|
|
2022
Q2 | $2.22M | Buy |
22,645
+662
| +3% | +$64.9K | 0.45% | 55 |
|
|
2022
Q1 | $2.6M | Buy |
+21,983
| New | +$2.6M | 0.43% | 52 |
|
|
2020
Q2 | – | Sell |
-366
| Closed | -$18K | – | 605 |
|
|
2020
Q1 | $18K | Buy |
+366
| New | +$18K | 0.01% | 380 |
|