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Gratus Wealth Advisors’s Prudential Financial PRU Stock Holding History

Gratus Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,871
Closed -$203K – 137
2024
Q1 		$203K Sell
1,871
-1,004
-35% -$109K 0.04% 133
2023
Q4 		$298K Buy
+2,875
New +$298K 0.06% 116