MBM Wealth Consultants’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$446K	Buy	4,570 +500	+12%	+$51.8K	0.1%	85
2025 Q4	$459K	Buy	4,070 +324	+9%	+$34.7K	0.11%	76
2025 Q3	$389K	Sell	3,746 -44	-1%	-$4.63K	0.1%	88
2025 Q2	$407K	Buy	3,790 +335	+10%	+$34.7K	0.11%	82
2025 Q1	$386K	Buy	3,455 +389	+13%	+$44.3K	0.11%	81
2024 Q4	$363K	Buy	3,066 +173	+6%	+$21.4K	0.11%	77
2024 Q3	$350K	Buy	2,893 +18	+0.6%	+$2.13K	0.11%	75
2024 Q2	$341K	Buy	2,875 +17	+0.6%	+$1.96K	0.12%	71
2024 Q1	$336K	Sell	2,858 -69	-2%	-$7.43K	0.12%	73
2023 Q4	$309K	Sell	2,927 -145	-5%	-$13.9K	0.12%	75
2023 Q3	$288K	Buy	3,072 +149	+5%	+$14.1K	0.13%	78
2023 Q2	$269K	Buy	2,923 +1,019	+54%	+$85.3K	0.12%	79
2023 Q1	$222K	Hold	1,904	–	–	0.09%	88
2022 Q4	$189K	Buy	1,904 +226	+13%	+$22.9K	0.09%	91
2022 Q3	$150K	Buy	1,678 +428	+34%	+$41.2K	0.07%	88
2022 Q2	$120K	Buy	1,250 +25	+2%	+$2.65K	0.06%	98
2022 Q1	$145K	Buy	1,225 +172	+16%	+$19.6K	0.06%	110
2021 Q4	$114K	Buy	1,053 +275	+35%	+$29.9K	0.05%	119
2021 Q3	$82K	Buy	778 +70	+10%	+$7.21K	0.04%	135
2021 Q2	$73K	Hold	708	–	–	0.03%	131
2021 Q1	$64K	Buy	708 +162	+30%	+$13.9K	0.03%	127
2020 Q4	$43K	Hold	546	–	–	0.02%	140
2020 Q3	$35K	Sell	546 -165	-23%	-$10.8K	0.02%	143
2020 Q2	$43K	Sell	711 -5,487	-89%	-$322K	0.03%	126
2020 Q1	$323K	Buy	6,198 +749	+14%	+$59.5K	0.27%	65
2019 Q4	$511K	Buy	5,449 +155	+3%	+$14.2K	0.38%	54
2019 Q3	$476K	Buy	5,294 +56	+1%	+$5.08K	0.37%	59
2019 Q2	$529K	Buy	5,238 +163	+3%	+$16.2K	0.44%	52
2019 Q1	$466K	Buy	5,075 +20	+0.4%	+$1.84K	0.41%	58
2018 Q4	$412K	Buy	+5,055	New	+$466K	0.4%	58