MAI Capital Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.4K | Buy |
2,573
+1,223
| +91% | +$30.6K | ﹤0.01% | 1625 |
|
|
2025
Q1 | $29K | Hold |
1,350
| – | – | ﹤0.01% | 1904 |
|
|
2024
Q4 | $21.5K | Buy |
+1,350
| New | +$21.5K | ﹤0.01% | 2053 |
|
|
2020
Q2 | – | Sell |
-15,728
| Closed | -$378K | – | 530 |
|
|
2020
Q1 | $378K | Sell |
15,728
-292
| -2% | -$7.02K | 0.02% | 381 |
|
|
2019
Q4 | $592K | Buy |
+16,020
| New | +$592K | 0.02% | 365 |
|