EWA
Etesian Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Sell |
4,516
-820
| -15% | -$88.1K | 0.18% | 96 |
|
|
2025
Q1 | $596K | Sell |
5,336
-745
| -12% | -$83.2K | 0.26% | 81 |
|
|
2024
Q4 | $721K | Sell |
6,081
-726
| -11% | -$86K | 0.32% | 76 |
|
|
2024
Q3 | $824K | Sell |
6,807
-491
| -7% | -$59.5K | 0.37% | 74 |
|
|
2024
Q2 | $855K | Sell |
7,298
-527
| -7% | -$61.8K | 0.48% | 62 |
|
|
2024
Q1 | $919K | Sell |
7,825
-141
| -2% | -$16.6K | 0.53% | 61 |
|
|
2023
Q4 | $830K | Sell |
7,966
-40
| -0.5% | -$4.17K | 0.5% | 65 |
|
|
2023
Q3 | $760K | Sell |
8,006
-292
| -4% | -$27.7K | 0.51% | 62 |
|
|
2023
Q2 | $732K | Sell |
8,298
-214
| -3% | -$18.9K | 0.48% | 68 |
|
|
2023
Q1 | $704K | Buy |
8,512
+223
| +3% | +$18.5K | 0.47% | 69 |
|
|
2022
Q4 | $824K | Buy |
+8,289
| New | +$824K | 0.6% | 60 |
|