Institute for Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $907K | Sell |
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|
2025
Q2 | $958K | Buy |
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|
2025
Q1 | $996K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $786K | Sell |
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|
2022
Q2 | $885K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $990K | Buy |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $762K | Buy |
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|
2020
Q3 | $589K | Sell |
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|
2020
Q2 | $565K | Buy |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $932K | Buy |
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|
2019
Q3 | $883K | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $983K | Buy |
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $1.11M | Sell |
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|
2018
Q2 | $1.07M | Hold |
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|
2018
Q1 | $1.24M | Buy |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.33M | Buy |
|