Laird Norton Wetherby 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 | $725K | Sell |
6,989
-600
| -8% | -$63.2K | 0.03% | 464 |
|
|
2025
Q2 | $815K | Buy |
+7,589
| New | +$786K | 0.04% | 418 |
|
|
2024
Q4 | $1.44M | Sell |
12,174
-334
| -3% | -$41.2K | 0.07% | 257 |
|
|
2024
Q3 | $1.51M | Buy |
12,508
+51
| +0.4% | +$6.03K | 0.07% | 271 |
|
|
2024
Q2 | $1.46M | Buy |
12,457
+2,639
| +27% | +$305K | 0.07% | 269 |
|
|
2024
Q1 | $1.15M | Sell |
9,818
-55
| -0.6% | -$5.93K | 0.05% | 335 |
|
|
2023
Q4 | $1.02M | Sell |
9,873
-1,734
| -15% | -$166K | 0.05% | 350 |
|
|
2023
Q3 | $1.1M | Buy |
11,607
+3,110
| +37% | +$294K | 0.06% | 314 |
|
|
2023
Q2 | $750K | Sell |
8,497
-1,732
| -17% | -$145K | 0.04% | 412 |
|
|
2023
Q1 | $846K | Sell |
10,229
-1,227
| -11% | -$117K | 0.05% | 375 |
|
|
2022
Q4 | $1.14M | Sell |
11,456
-1,956
| -15% | -$198K | 0.07% | 296 |
|
|
2022
Q3 | $1.15M | Buy |
13,412
+2,339
| +21% | +$225K | 0.08% | 254 |
|
|
2022
Q2 | $1.06M | Sell |
11,073
-1,228
| -10% | -$130K | 0.07% | 284 |
|
|
2022
Q1 | $1.45M | Buy |
12,301
+1,948
| +19% | +$222K | 0.08% | 232 |
|
|
2021
Q4 | $1.12M | Buy |
10,353
+768
| +8% | +$83.4K | 0.06% | 294 |
|
|
2021
Q3 | $1.01M | Buy |
9,585
+247
| +3% | +$25.5K | 0.06% | 300 |
|
|
2021
Q2 | $957K | Buy |
9,338
+902
| +11% | +$92.1K | 0.06% | 311 |
|
|
2021
Q1 | $769K | Buy |
8,436
+250
| +3% | +$21.4K | 0.06% | 323 |
|
|
2020
Q4 | $639K | Sell |
8,186
-144
| -2% | -$10.4K | 0.04% | 387 |
|
|
2020
Q3 | $529K | Buy |
8,330
+223
| +3% | +$14.7K | 0.05% | 363 |
|
|
2020
Q2 | $493K | Buy |
8,107
+469
| +6% | +$27.5K | 0.05% | 362 |
|
|
2020
Q1 | $398K | Sell |
7,638
-1,505
| -16% | -$120K | 0.04% | 382 |
|
|
2019
Q4 | $857K | Buy |
9,143
+370
| +4% | +$34K | 0.08% | 246 |
|
|
2019
Q3 | $790K | Sell |
8,773
-2,190
| -20% | -$198K | 0.08% | 259 |
|
|
2019
Q2 | $1.11M | Buy |
10,963
+285
| +3% | +$28.4K | 0.12% | 190 |
|
|
2019
Q1 | $981K | Buy |
10,678
+461
| +5% | +$42.5K | 0.12% | 192 |
|
|
2018
Q4 | $833K | Buy |
10,217
+1,734
| +20% | +$160K | 0.12% | 194 |
|
|
2018
Q3 | $859K | Buy |
8,483
+592
| +8% | +$58.4K | 0.11% | 222 |
|
|
2018
Q2 | $738K | Sell |
7,891
-122
| -2% | -$12.3K | 0.1% | 243 |
|
|
2018
Q1 | $829K | Buy |
8,013
+231
| +3% | +$26K | 0.11% | 208 |
|
|
2017
Q4 | $895K | Buy |
7,782
+987
| +15% | +$111K | 0.12% | 196 |
|
|
2017
Q3 | $723K | Buy |
6,795
+210
| +3% | +$22.4K | 0.11% | 229 |
|
|
2017
Q2 | $712K | Buy |
6,585
+64
| +1% | +$6.79K | 0.12% | 213 |
|
|
2017
Q1 | $696K | Sell |
6,521
-118
| -2% | -$12.7K | 0.13% | 205 |
|
|
2016
Q4 | $690K | Buy |
6,639
+26
| +0.4% | +$2.46K | 0.14% | 186 |
|
|
2016
Q3 | $540K | Buy |
6,613
+534
| +9% | +$41K | 0.11% | 239 |
|
|
2016
Q2 | $434K | Buy |
6,079
+115
| +2% | +$8.68K | 0.1% | 256 |
|
|
2016
Q1 | $431K | Buy |
5,964
+229
| +4% | +$16K | 0.1% | 245 |
|
|
2015
Q4 | $467K | Buy |
5,735
+4
| +0.1% | +$331 | 0.11% | 218 |
|
|
2015
Q3 | $437K | Buy |
5,731
+478
| +9% | +$40.1K | 0.11% | 223 |
|
|
2015
Q2 | $460K | Buy |
5,253
+407
| +8% | +$34.5K | 0.11% | 226 |
|
|
2015
Q1 | $389K | Buy |
4,846
+62
| +1% | +$5.02K | 0.09% | 263 |
|
|
2014
Q4 | $433K | Buy |
4,784
+421
| +10% | +$36.2K | 0.11% | 215 |
|
|
2014
Q3 | $383K | Hold |
4,363
| – | – | 0.11% | 238 |
|
|
2014
Q2 | $387K | Sell |
4,363
-189
| -4% | -$15.9K | 0.11% | 232 |
|
|
2014
Q1 | $386K | Sell |
4,552
-124
| -3% | -$10.7K | 0.11% | 231 |
|
|
2013
Q4 | $431K | Sell |
4,676
-179
| -4% | -$15.3K | 0.12% | 205 |
|
|
2013
Q3 | $379K | Buy |
4,855
+241
| +5% | +$18.9K | 0.12% | 218 |
|
|
2013
Q2 | $337K | Buy |
+4,614
| New | +$299K | 0.12% | 204 |
|
Other funds holding PRU
