KWB Wealth’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 | $226K | Sell |
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|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $516K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $303K | Hold |
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|
2021
Q4 | $303K | Buy |
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