Laird Norton Wetherby Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $255K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $635K | Sell |
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|
2021
Q1 | $727K | Buy |
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|
2020
Q4 | $618K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $603K | Buy |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $748K | Sell |
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|
2019
Q3 | $803K | Sell |
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $809K | Buy |
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|
2018
Q3 | $939K | Sell |
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|
2018
Q2 | $960K | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $952K | Buy |
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|
2017
Q2 | $911K | Buy |
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|
2017
Q1 | $753K | Buy |
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|
2016
Q4 | $706K | Sell |
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|
2016
Q3 | $644K | Buy |
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|
2016
Q2 | $537K | Sell |
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|
2016
Q1 | $623K | Sell |
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|
2015
Q4 | $796K | Buy |
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|
2015
Q3 | $741K | Sell |
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|
2015
Q2 | $866K | Buy |
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|
2015
Q1 | $870K | Buy |
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|
2014
Q4 | $797K | Sell |
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|
2014
Q3 | $844K | Buy |
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|
2014
Q2 | $811K | Sell |
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|
2014
Q1 | $782K | Buy |
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|
2013
Q4 | $810K | Buy |
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|
2013
Q3 | $667K | Buy |
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|
2013
Q2 | $558K | Buy |
|