GC Wealth Management RIA’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
22,106
-9,624
| -30% | -$241K | 0.05% | 299 |
|
|
2025
Q1 | $682K | Buy |
31,730
+953
| +3% | +$20.5K | 0.13% | 146 |
|
|
2024
Q4 | $491K | Sell |
30,777
-5,855
| -16% | -$93.3K | 0.09% | 177 |
|
|
2024
Q3 | $679K | Buy |
36,632
+3,870
| +12% | +$71.8K | 0.12% | 152 |
|
|
2024
Q2 | $600K | Buy |
32,762
+8,315
| +34% | +$152K | 0.12% | 141 |
|
|
2024
Q1 | $471K | Buy |
24,447
+6,471
| +36% | +$125K | 0.09% | 173 |
|
|
2023
Q4 | $404K | Buy |
+17,976
| New | +$404K | 0.18% | 129 |
|