Forza 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
2026 Q1	$552K	Hold	5,647	–	–	0.19%	119
2025 Q4	$637K	Hold	5,647	–	–	0.23%	103
2025 Q3	$586K	Hold	5,647	–	–	0.22%	106
2025 Q2	$607K	Hold	5,647	–	–	0.25%	100
2025 Q1	$631K	Hold	5,647	–	–	0.28%	87
2024 Q4	$669K	Hold	5,647	–	–	0.3%	84
2024 Q3	$684K	Hold	5,647	–	–	0.31%	82
2024 Q2	$662K	Hold	5,647	–	–	0.34%	78
2024 Q1	$663K	Hold	5,647	–	–	0.34%	80
2023 Q4	$586K	Hold	5,647	–	–	0.32%	88
2023 Q3	$536K	Hold	5,647	–	–	0.28%	107
2023 Q2	$498K	Hold	5,647	–	–	0.25%	116
2023 Q1	$467K	Buy	5,647 +909	+19%	+$86.8K	0.24%	123
2022 Q4	$471K	Buy	+4,738	New	+$480K	0.31%	87