IWA
IVC Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
12,108
-79
| -0.6% | -$8.49K | 0.63% | 32 |
|
|
2025
Q1 | $1.36M | Buy |
12,187
+121
| +1% | +$13.5K | 0.73% | 33 |
|
|
2024
Q4 | $1.43M | Buy |
12,066
+18
| +0.1% | +$2.13K | 0.8% | 28 |
|
|
2024
Q3 | $1.46M | Sell |
12,048
-1,466
| -11% | -$178K | 0.8% | 30 |
|
|
2024
Q2 | $1.58M | Sell |
13,514
-32
| -0.2% | -$3.75K | 0.89% | 25 |
|
|
2024
Q1 | $1.59M | Sell |
13,546
-102
| -0.7% | -$12K | 0.92% | 25 |
|
|
2023
Q4 | $1.42M | Sell |
13,648
-170
| -1% | -$17.6K | 0.88% | 26 |
|
|
2023
Q3 | $1.31M | Sell |
13,818
-71
| -0.5% | -$6.74K | 0.88% | 25 |
|
|
2023
Q2 | $1.23M | Buy |
13,889
+34
| +0.2% | +$3K | 0.78% | 29 |
|
|
2023
Q1 | $1.15M | Sell |
13,855
-411
| -3% | -$34K | 0.81% | 28 |
|
|
2022
Q4 | $1.42M | Sell |
14,266
-31
| -0.2% | -$3.08K | 1.05% | 21 |
|
|
2022
Q3 | $1.23M | Sell |
14,297
-98
| -0.7% | -$8.4K | 0.99% | 20 |
|
|
2022
Q2 | $1.38M | Buy |
14,395
+147
| +1% | +$14.1K | 1.07% | 20 |
|
|
2022
Q1 | $1.68M | Buy |
14,248
+616
| +5% | +$72.8K | 1.11% | 17 |
|
|
2021
Q4 | $1.48M | Sell |
13,632
-1,339
| -9% | -$145K | 0.95% | 22 |
|
|
2021
Q3 | $1.58M | Buy |
14,971
+531
| +4% | +$55.9K | 1.09% | 19 |
|
|
2021
Q2 | $1.48M | Buy |
14,440
+45
| +0.3% | +$4.61K | 1.04% | 21 |
|
|
2021
Q1 | $1.31M | Buy |
14,395
+362
| +3% | +$33K | 1.03% | 21 |
|
|
2020
Q4 | $1.1M | Buy |
+14,033
| New | +$1.1M | 1.05% | 24 |
|