GeoWealth 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 | $566K | Sell |
22,627
-9,513
| -30% | -$238K | 0.02% | 379 |
|
|
2025
Q1 | $691K | Buy |
32,140
+318
| +1% | +$6.84K | 0.03% | 358 |
|
|
2024
Q4 | $507K | Sell |
31,822
-4,418
| -12% | -$70.4K | 0.02% | 463 |
|
|
2024
Q3 | $672K | Buy |
36,240
+2,209
| +6% | +$41K | 0.02% | 403 |
|
|
2024
Q2 | $623K | Buy |
34,031
+9,293
| +38% | +$170K | 0.03% | 374 |
|
|
2024
Q1 | $477K | Buy |
24,738
+6,762
| +38% | +$130K | 0.02% | 444 |
|
|
2023
Q4 | $404K | Buy |
+17,976
| New | +$404K | 0.03% | 366 |
|