Geneos Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.5K | Sell |
2,778
-6,524
| -70% | -$163K | ﹤0.01% | 1409 |
|
|
2025
Q1 | $200K | Buy |
9,302
+7,328
| +371% | +$158K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $31.5K | Sell |
1,974
-311
| -14% | -$4.96K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $42.4K | Buy |
2,285
+2,186
| +2,208% | +$40.5K | ﹤0.01% | 1257 |
|
|
2024
Q2 | $1.81K | Hold |
99
| – | – | ﹤0.01% | 1905 |
|
|
2024
Q1 | $1.91K | Hold |
99
| – | – | ﹤0.01% | 1910 |
|
|
2023
Q4 | $2.22K | Buy |
+99
| New | +$2.22K | ﹤0.01% | 1900 |
|
|
2021
Q4 | – | Sell |
-42
| Closed | -$1K | – | 2853 |
|
|
2021
Q3 | $1K | Sell |
42
-1
| -2% | -$24 | ﹤0.01% | 2775 |
|
|
2021
Q2 | $1K | Sell |
43
-84
| -66% | -$1.95K | ﹤0.01% | 2786 |
|
|
2021
Q1 | $5K | Hold |
127
| – | – | ﹤0.01% | 2665 |
|
|
2020
Q4 | $1K | Buy |
127
+84
| +195% | +$661 | ﹤0.01% | 2820 |
|
|
2020
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 2558 |
|
|
2020
Q2 | $1K | Sell |
43
-38
| -47% | -$884 | ﹤0.01% | 2496 |
|
|
2020
Q1 | $1K | Hold |
81
| – | – | ﹤0.01% | 2410 |
|
|
2019
Q4 | $2K | Hold |
81
| – | – | ﹤0.01% | 2393 |
|
|
2019
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 2320 |
|
|
2019
Q2 | $3K | Hold |
81
| – | – | ﹤0.01% | 2245 |
|
|
2019
Q1 | $3K | Buy |
+81
| New | +$3K | ﹤0.01% | 2172 |
|