IFWM
Institute for Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
8,920
+5
| +0.1% | +$537 | 0.11% | 199 |
|
|
2025
Q1 | $996K | Sell |
8,915
-30
| -0.3% | -$3.35K | 0.13% | 183 |
|
|
2024
Q4 | $1.06M | Sell |
8,945
-35
| -0.4% | -$4.15K | 0.13% | 161 |
|
|
2024
Q3 | $1.09M | Sell |
8,980
-89
| -1% | -$10.8K | 0.14% | 161 |
|
|
2024
Q2 | $1.06M | Buy |
9,069
+111
| +1% | +$13K | 0.14% | 157 |
|
|
2024
Q1 | $1.05M | Buy |
8,958
+5
| +0.1% | +$587 | 0.14% | 157 |
|
|
2023
Q4 | $928K | Sell |
8,953
-71
| -0.8% | -$7.36K | 0.15% | 159 |
|
|
2023
Q3 | $856K | Sell |
9,024
-58
| -0.6% | -$5.5K | 0.15% | 160 |
|
|
2023
Q2 | $801K | Buy |
9,082
+6
| +0.1% | +$529 | 0.14% | 174 |
|
|
2023
Q1 | $751K | Sell |
9,076
-58
| -0.6% | -$4.8K | 0.14% | 179 |
|
|
2022
Q4 | $908K | Sell |
9,134
-25
| -0.3% | -$2.49K | 0.19% | 146 |
|
|
2022
Q3 | $786K | Sell |
9,159
-90
| -1% | -$7.72K | 0.18% | 157 |
|
|
2022
Q2 | $885K | Sell |
9,249
-353
| -4% | -$33.8K | 0.17% | 151 |
|
|
2022
Q1 | $1.14M | Sell |
9,602
-61
| -0.6% | -$7.21K | 0.18% | 133 |
|
|
2021
Q4 | $1.05M | Sell |
9,663
-5
| -0.1% | -$541 | 0.17% | 148 |
|
|
2021
Q3 | $1.02M | Buy |
9,668
+10
| +0.1% | +$1.05K | 0.18% | 145 |
|
|
2021
Q2 | $990K | Buy |
9,658
+10
| +0.1% | +$1.03K | 0.17% | 151 |
|
|
2021
Q1 | $879K | Sell |
9,648
-107
| -1% | -$9.75K | 0.17% | 163 |
|
|
2020
Q4 | $762K | Buy |
9,755
+489
| +5% | +$38.2K | 0.15% | 170 |
|
|
2020
Q3 | $589K | Sell |
9,266
-12
| -0.1% | -$763 | 0.13% | 197 |
|
|
2020
Q2 | $565K | Buy |
9,278
+366
| +4% | +$22.3K | 0.14% | 205 |
|
|
2020
Q1 | $465K | Sell |
8,912
-1,034
| -10% | -$54K | 0.14% | 196 |
|
|
2019
Q4 | $932K | Buy |
9,946
+124
| +1% | +$11.6K | 0.21% | 132 |
|
|
2019
Q3 | $883K | Sell |
9,822
-612
| -6% | -$55K | 0.22% | 137 |
|
|
2019
Q2 | $1.05M | Sell |
10,434
-261
| -2% | -$26.4K | 0.23% | 124 |
|
|
2019
Q1 | $983K | Buy |
+10,695
| New | +$983K | 0.21% | 128 |
|
|
2018
Q4 | – | Sell |
-10,958
| Closed | -$1.11M | – | 322 |
|
|
2018
Q3 | $1.11M | Sell |
10,958
-629
| -5% | -$63.8K | 0.38% | 95 |
|
|
2018
Q2 | $1.08M | Hold |
11,587
| – | – | 0.34% | 99 |
|
|
2018
Q1 | $1.24M | Buy |
11,587
+1,461
| +14% | +$156K | 0.37% | 88 |
|
|
2017
Q4 | $1.15M | Sell |
10,126
-2,014
| -17% | -$230K | 0.27% | 117 |
|
|
2017
Q3 | $1.3M | Sell |
12,140
-61
| -0.5% | -$6.53K | 0.42% | 76 |
|
|
2017
Q2 | $1.33M | Buy |
+12,201
| New | +$1.33M | 0.36% | 72 |
|