Marietta Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,899
| Closed | -$2.71M | – | 115 |
|
|
2022
Q1 | $2.71M | Sell |
22,899
-653
| -3% | -$77.2K | 0.57% | 70 |
|
|
2021
Q4 | $2.55M | Buy |
23,552
+805
| +4% | +$87.1K | 0.51% | 70 |
|
|
2021
Q3 | $2.39M | Buy |
22,747
+1,005
| +5% | +$106K | 0.52% | 72 |
|
|
2021
Q2 | $2.23M | Sell |
21,742
-94
| -0.4% | -$9.63K | 0.5% | 72 |
|
|
2021
Q1 | $1.99M | Buy |
21,836
+1,680
| +8% | +$153K | 0.5% | 75 |
|
|
2020
Q4 | $1.57M | Buy |
20,156
+818
| +4% | +$63.9K | 0.43% | 73 |
|
|
2020
Q3 | $1.23M | Buy |
19,338
+14,372
| +289% | +$913K | 0.38% | 76 |
|
|
2020
Q2 | $302K | Sell |
4,966
-775
| -13% | -$47.1K | 0.1% | 100 |
|
|
2020
Q1 | $299K | Buy |
+5,741
| New | +$299K | 0.12% | 97 |
|