Evermay Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Hold |
900
| – | – | 0.01% | 270 |
|
|
2025
Q1 | $101K | Hold |
900
| – | – | 0.01% | 259 |
|
|
2024
Q4 | $107K | Hold |
900
| – | – | 0.02% | 253 |
|
|
2024
Q3 | $109K | Hold |
900
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $105K | Hold |
900
| – | – | 0.02% | 265 |
|
|
2024
Q1 | $106K | Sell |
900
-5
| -0.6% | -$587 | 0.02% | 274 |
|
|
2023
Q4 | $93.9K | Buy |
905
+5
| +0.6% | +$519 | 0.02% | 264 |
|
|
2023
Q3 | $85.4K | Hold |
900
| – | – | 0.02% | 251 |
|
|
2023
Q2 | $79.4K | Hold |
900
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $74.5K | Hold |
900
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $89.5K | Hold |
900
| – | – | 0.02% | 236 |
|
|
2022
Q3 | $77K | Hold |
900
| – | – | 0.02% | 241 |
|
|
2022
Q2 | $86K | Sell |
900
-300
| -25% | -$28.7K | 0.02% | 230 |
|
|
2022
Q1 | $142K | Hold |
1,200
| – | – | 0.02% | 217 |
|
|
2021
Q4 | $130K | Hold |
1,200
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $126K | Sell |
1,200
-100
| -8% | -$10.5K | 0.02% | 200 |
|
|
2021
Q2 | $133K | Buy |
+1,300
| New | +$133K | 0.02% | 204 |
|