HCM
Harvey Capital Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
2,600
-7,316
| -74% | -$797K | 0.07% | 71 |
|
|
2025
Q1 | $1.11M | Sell |
9,916
-1,116
| -10% | -$125K | 0.29% | 51 |
|
|
2024
Q4 | $1.31M | Sell |
11,032
-166
| -1% | -$19.7K | 0.31% | 50 |
|
|
2024
Q3 | $1.36M | Sell |
11,198
-50
| -0.4% | -$6.06K | 0.34% | 49 |
|
|
2024
Q2 | $1.32M | Sell |
11,248
-102
| -0.9% | -$12K | 0.35% | 48 |
|
|
2024
Q1 | $1.33M | Sell |
11,350
-100
| -0.9% | -$11.7K | 0.39% | 47 |
|
|
2023
Q4 | $1.19M | Sell |
11,450
-400
| -3% | -$41.5K | 0.39% | 46 |
|
|
2023
Q3 | $1.12M | Sell |
11,850
-1,600
| -12% | -$152K | 0.4% | 48 |
|
|
2023
Q2 | $1.19M | Hold |
13,450
| – | – | 0.44% | 47 |
|
|
2023
Q1 | $1.11M | Sell |
13,450
-625
| -4% | -$51.7K | 0.44% | 46 |
|
|
2022
Q4 | $1.4M | Hold |
14,075
| – | – | 0.59% | 44 |
|
|
2022
Q3 | $1.21M | Sell |
14,075
-100
| -0.7% | -$8.58K | 0.52% | 44 |
|
|
2022
Q2 | $1.36M | Hold |
14,175
| – | – | 0.53% | 47 |
|
|
2022
Q1 | $1.68M | Sell |
14,175
-100
| -0.7% | -$11.8K | 0.52% | 46 |
|
|
2021
Q4 | $1.55M | Sell |
14,275
-600
| -4% | -$64.9K | 0.48% | 45 |
|
|
2021
Q3 | $1.56M | Hold |
14,875
| – | – | 0.54% | 43 |
|
|
2021
Q2 | $1.52M | Sell |
14,875
-600
| -4% | -$61.5K | 0.5% | 47 |
|
|
2021
Q1 | $1.41M | Buy |
15,475
+300
| +2% | +$27.3K | 0.51% | 47 |
|
|
2020
Q4 | $1.18M | Sell |
15,175
-1,400
| -8% | -$109K | 0.48% | 45 |
|
|
2020
Q3 | $1.05M | Sell |
16,575
-100
| -0.6% | -$6.35K | 0.47% | 47 |
|
|
2020
Q2 | $1.02M | Buy |
16,675
+100
| +0.6% | +$6.09K | 0.5% | 42 |
|
|
2020
Q1 | $864K | Sell |
16,575
-400
| -2% | -$20.9K | 0.58% | 36 |
|
|
2019
Q4 | $1.59M | Sell |
16,975
-125
| -0.7% | -$11.7K | 0.71% | 41 |
|
|
2019
Q3 | $1.54M | Sell |
17,100
-250
| -1% | -$22.5K | 0.76% | 37 |
|
|
2019
Q2 | $1.75M | Hold |
17,350
| – | – | 0.84% | 35 |
|
|
2019
Q1 | $1.59M | Hold |
17,350
| – | – | 0.77% | 37 |
|
|
2018
Q4 | $1.41M | Sell |
17,350
-1,300
| -7% | -$106K | 0.75% | 37 |
|
|
2018
Q3 | $1.89M | Hold |
18,650
| – | – | 0.75% | 34 |
|
|
2018
Q2 | $1.74M | Hold |
18,650
| – | – | 0.69% | 41 |
|
|
2018
Q1 | $1.93M | Sell |
18,650
-150
| -0.8% | -$15.5K | 0.72% | 42 |
|
|
2017
Q4 | $2.16M | Sell |
18,800
-150
| -0.8% | -$17.2K | 0.78% | 37 |
|
|
2017
Q3 | $2.01M | Sell |
18,950
-450
| -2% | -$47.8K | 0.81% | 35 |
|
|
2017
Q2 | $2.1M | Hold |
19,400
| – | – | 0.9% | 34 |
|
|
2017
Q1 | $2.07M | Sell |
19,400
-5,690
| -23% | -$607K | 0.93% | 32 |
|
|
2016
Q4 | $2.61M | Sell |
25,090
-29,622
| -54% | -$3.08M | 1.22% | 29 |
|
|
2016
Q3 | $4.47M | Sell |
54,712
-2,650
| -5% | -$216K | 1.38% | 16 |
|
|
2016
Q2 | $4.09M | Sell |
57,362
-3,800
| -6% | -$271K | 2.05% | 20 |
|
|
2016
Q1 | $4.42M | Buy |
61,162
+3,575
| +6% | +$258K | 2.14% | 16 |
|
|
2015
Q4 | $4.69M | Sell |
57,587
-200
| -0.3% | -$16.3K | 1.85% | 21 |
|
|
2015
Q3 | $4.4M | Buy |
57,787
+11,600
| +25% | +$884K | 1.76% | 21 |
|
|
2015
Q2 | $4.07M | Hold |
46,187
| – | – | 1.38% | 23 |
|
|
2015
Q1 | $3.71M | Buy |
+46,187
| New | +$3.71M | 1.36% | 26 |
|