Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $326K | Sell |
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|
2024
Q2 | $407K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $200K | Buy |
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