MSWA
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Marshall & Sterling Wealth Advisors’s Prudential Financial PRU Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.1K Buy
318
+55
+21% +$5.9K 0.02% 206
2025
Q1 		$29.3K Sell
263
-55
-17% -$6.13K 0.02% 221
2024
Q4 		$37.6K Buy
+318
New +$37.6K 0.03% 151