Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Hold |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $105K | Hold |
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|
2024
Q1 | $106K | Sell |
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|
2023
Q4 | $93.9K | Buy |
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|
2023
Q3 | $85.4K | Hold |
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|
2023
Q2 | $79.4K | Hold |
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|
2023
Q1 | $74.5K | Hold |
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|
2022
Q4 | $89.5K | Hold |
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|
2022
Q3 | $77K | Hold |
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|
2022
Q2 | $86K | Sell |
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|
2022
Q1 | $142K | Hold |
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|
2021
Q4 | $130K | Hold |
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|
2021
Q3 | $126K | Sell |
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|
2021
Q2 | $133K | Buy |
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