Kovitz Investment Group Partners’s Prudential PUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$520K Sell
2025
Q2
$505K Sell
2025
Q1
$746K Sell
2024
Q4
$594K Buy
2024
Q3
$672K Buy
2024
Q2
$610K Buy
2024
Q1
$496K Buy