Impact Partnership Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,287
| Closed | -$1.26M | – | 341 |
|
|
2025
Q1 | $1.26M | Buy |
11,287
+4,448
| +65% | +$497K | 0.27% | 37 |
|
|
2024
Q4 | $811K | Sell |
6,839
-3,882
| -36% | -$460K | 0.16% | 71 |
|
|
2024
Q3 | $1.3M | Buy |
10,721
+4,920
| +85% | +$596K | 0.29% | 35 |
|
|
2024
Q2 | $680K | Buy |
5,801
+82
| +1% | +$9.61K | 0.18% | 75 |
|
|
2024
Q1 | $671K | Sell |
5,719
-1,097
| -16% | -$129K | 0.27% | 48 |
|
|
2023
Q4 | $707K | Buy |
6,816
+1,802
| +36% | +$187K | 0.26% | 54 |
|
|
2023
Q3 | $476K | Buy |
5,014
+4,830
| +2,625% | +$458K | 0.15% | 77 |
|
|
2023
Q2 | $16.2K | Buy |
+184
| New | +$16.2K | 0.01% | 372 |
|