Forvis Mazars Wealth Advisors’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
Q3 | $636K | Buy |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $712K | Buy |
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|
2024
Q2 | $649K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $750K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $597K | Hold |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $549K | Buy |
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|
2021
Q4 | $434K | Buy |
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|
2021
Q3 | $422K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $267K | Buy |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $467K | Buy |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $482K | Sell |
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|
2018
Q1 | $545K | Sell |
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|
2017
Q4 | $623K | Buy |
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|
2017
Q3 | $509K | Sell |
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|
2017
Q2 | $529K | Buy |
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|
2017
Q1 | $430K | Buy |
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|
2016
Q4 | $277K | Buy |
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