GC Wealth Management RIA’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$553K Sell
2025
Q1
$682K Buy
2024
Q4
$491K Sell
2024
Q3
$679K Buy
2024
Q2
$600K Buy
2024
Q1
$471K Buy
2023
Q4
$404K Buy