EWS
Evergreen Wealth Solutions’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
3,602
-325
| -8% | -$34.9K | 0.23% | 78 |
|
|
2025
Q1 | $439K | Sell |
3,927
-635
| -14% | -$70.9K | 0.3% | 61 |
|
|
2024
Q4 | $541K | Buy |
4,562
+295
| +7% | +$35K | 0.38% | 50 |
|
|
2024
Q3 | $517K | Sell |
4,267
-1,299
| -23% | -$157K | 0.35% | 54 |
|
|
2024
Q2 | $652K | Sell |
5,566
-1,258
| -18% | -$147K | 0.46% | 44 |
|
|
2024
Q1 | $801K | Sell |
6,824
-1,850
| -21% | -$217K | 0.59% | 41 |
|
|
2023
Q4 | $900K | Sell |
8,674
-992
| -10% | -$103K | 0.77% | 34 |
|
|
2023
Q3 | $917K | Sell |
9,666
-285
| -3% | -$27K | 0.93% | 31 |
|
|
2023
Q2 | $878K | Buy |
9,951
+63
| +0.6% | +$5.56K | 0.89% | 36 |
|
|
2023
Q1 | $818K | Sell |
9,888
-1,334
| -12% | -$110K | 0.95% | 37 |
|
|
2022
Q4 | $1.12M | Sell |
11,222
-213
| -2% | -$21.2K | 1.47% | 23 |
|
|
2022
Q3 | $981K | Sell |
11,435
-789
| -6% | -$67.7K | 1.39% | 27 |
|
|
2022
Q2 | $1.17M | Sell |
12,224
-378
| -3% | -$36.2K | 1.44% | 21 |
|
|
2022
Q1 | $1.49M | Sell |
12,602
-45
| -0.4% | -$5.32K | 1.44% | 18 |
|
|
2021
Q4 | $1.37M | Buy |
+12,647
| New | +$1.37M | 1.24% | 22 |
|