HighMark 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 | $6.31K | Hold |
252
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $5.42K | Hold |
252
| – | – | ﹤0.01% | 361 |
|
|
2024
Q4 | $4.02K | Hold |
252
| – | – | ﹤0.01% | 397 |
|
|
2024
Q3 | $4.67K | Sell |
252
-13
| -5% | -$241 | ﹤0.01% | 410 |
|
|
2024
Q2 | $4.86K | Buy |
265
+38
| +17% | +$696 | ﹤0.01% | 392 |
|
|
2024
Q1 | $3.82K | Buy |
227
+122
| +116% | +$2.05K | ﹤0.01% | 396 |
|
|
2023
Q4 | $2.36K | Hold |
105
| – | – | ﹤0.01% | 458 |
|
|
2023
Q3 | $2.3K | Sell |
105
-11
| -9% | -$241 | ﹤0.01% | 439 |
|
|
2023
Q2 | $3.29K | Hold |
116
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $3.17K | Hold |
116
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $3.19K | Hold |
116
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $2K | Hold |
116
| – | – | ﹤0.01% | 436 |
|
|
2022
Q2 | $3K | Hold |
116
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $3K | Hold |
116
| – | – | ﹤0.01% | 418 |
|
|
2021
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $5K | Buy |
116
+24
| +26% | +$1.03K | ﹤0.01% | 371 |
|
|
2021
Q2 | $3K | Hold |
92
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $4K | Sell |
92
-29
| -24% | -$1.26K | ﹤0.01% | 368 |
|
|
2020
Q4 | $4K | Hold |
121
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 374 |
|
|
2020
Q2 | $4K | Hold |
121
| – | – | ﹤0.01% | 340 |
|
|
2020
Q1 | $2K | Hold |
121
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $4K | Buy |
+121
| New | +$4K | ﹤0.01% | 302 |
|