Legacy Wealth Asset 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 | $775K | Sell |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $604K | Buy |
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|
2024
Q4 | $349K | Sell |
|
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|
2024
Q3 | $480K | Buy |
|
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $471K | Buy |
|
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $796K | Sell |
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|
2023
Q1 | $769K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $391K | Buy |
|