Forvis Mazars Wealth Advisors’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 | $654K | Buy |
6,088
+132
| +2% | +$14.2K | 0.01% | 247 |
|
|
2025
Q1 | $665K | Buy |
5,956
+249
| +4% | +$27.8K | 0.02% | 244 |
|
|
2024
Q4 | $676K | Sell |
5,707
-174
| -3% | -$20.6K | 0.02% | 266 |
|
|
2024
Q3 | $712K | Buy |
5,881
+340
| +6% | +$41.2K | 0.02% | 264 |
|
|
2024
Q2 | $649K | Buy |
5,541
+509
| +10% | +$59.7K | 0.02% | 251 |
|
|
2024
Q1 | $591K | Sell |
5,032
-364
| -7% | -$42.7K | 0.02% | 267 |
|
|
2023
Q4 | $560K | Sell |
5,396
-681
| -11% | -$70.6K | 0.02% | 259 |
|
|
2023
Q3 | $577K | Sell |
6,077
-2,419
| -28% | -$230K | 0.02% | 251 |
|
|
2023
Q2 | $750K | Buy |
8,496
+2,321
| +38% | +$205K | 0.02% | 241 |
|
|
2023
Q1 | $511K | Buy |
6,175
+175
| +3% | +$14.5K | 0.02% | 268 |
|
|
2022
Q4 | $597K | Hold |
6,000
| – | – | 0.02% | 240 |
|
|
2022
Q3 | $515K | Buy |
6,000
+170
| +3% | +$14.6K | 0.02% | 252 |
|
|
2022
Q2 | $558K | Buy |
5,830
+1,183
| +25% | +$113K | 0.02% | 237 |
|
|
2022
Q1 | $549K | Buy |
4,647
+635
| +16% | +$75K | 0.02% | 182 |
|
|
2021
Q4 | $434K | Buy |
4,012
+5
| +0.1% | +$541 | 0.02% | 191 |
|
|
2021
Q3 | $422K | Sell |
4,007
-26
| -0.6% | -$2.74K | 0.02% | 191 |
|
|
2021
Q2 | $413K | Sell |
4,033
-293
| -7% | -$30K | 0.02% | 192 |
|
|
2021
Q1 | $394K | Sell |
4,326
-1,076
| -20% | -$98K | 0.02% | 195 |
|
|
2020
Q4 | $422K | Buy |
5,402
+595
| +12% | +$46.5K | 0.02% | 248 |
|
|
2020
Q3 | $305K | Buy |
4,807
+425
| +10% | +$27K | 0.02% | 255 |
|
|
2020
Q2 | $267K | Buy |
4,382
+321
| +8% | +$19.6K | 0.02% | 262 |
|
|
2020
Q1 | $212K | Buy |
+4,061
| New | +$212K | 0.02% | 266 |
|
|
2019
Q1 | – | Sell |
-5,724
| Closed | -$467K | – | 253 |
|
|
2018
Q4 | $467K | Buy |
5,724
+792
| +16% | +$64.6K | 0.05% | 141 |
|
|
2018
Q3 | $500K | Sell |
4,932
-220
| -4% | -$22.3K | 0.04% | 147 |
|
|
2018
Q2 | $482K | Sell |
5,152
-107
| -2% | -$10K | 0.05% | 144 |
|
|
2018
Q1 | $545K | Sell |
5,259
-163
| -3% | -$16.9K | 0.05% | 130 |
|
|
2017
Q4 | $623K | Buy |
5,422
+630
| +13% | +$72.4K | 0.06% | 125 |
|
|
2017
Q3 | $509K | Sell |
4,792
-98
| -2% | -$10.4K | 0.06% | 136 |
|
|
2017
Q2 | $529K | Buy |
4,890
+860
| +21% | +$93K | 0.06% | 134 |
|
|
2017
Q1 | $430K | Buy |
4,030
+1,369
| +51% | +$146K | 0.05% | 139 |
|
|
2016
Q4 | $277K | Buy |
+2,661
| New | +$277K | 0.04% | 166 |
|