MBM Wealth Consultants’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
3,790
+335
| +10% | +$36K | 0.11% | 82 |
|
|
2025
Q1 | $386K | Buy |
3,455
+389
| +13% | +$43.4K | 0.11% | 81 |
|
|
2024
Q4 | $363K | Buy |
3,066
+173
| +6% | +$20.5K | 0.11% | 77 |
|
|
2024
Q3 | $350K | Buy |
2,893
+18
| +0.6% | +$2.18K | 0.11% | 75 |
|
|
2024
Q2 | $341K | Buy |
2,875
+17
| +0.6% | +$2.02K | 0.12% | 71 |
|
|
2024
Q1 | $336K | Sell |
2,858
-69
| -2% | -$8.1K | 0.12% | 73 |
|
|
2023
Q4 | $309K | Sell |
2,927
-145
| -5% | -$15.3K | 0.12% | 75 |
|
|
2023
Q3 | $288K | Buy |
3,072
+149
| +5% | +$14K | 0.13% | 78 |
|
|
2023
Q2 | $269K | Buy |
2,923
+1,019
| +54% | +$93.7K | 0.12% | 79 |
|
|
2023
Q1 | $222K | Hold |
1,904
| – | – | 0.09% | 88 |
|
|
2022
Q4 | $189K | Buy |
1,904
+226
| +13% | +$22.4K | 0.09% | 91 |
|
|
2022
Q3 | $150K | Buy |
1,678
+428
| +34% | +$38.3K | 0.07% | 88 |
|
|
2022
Q2 | $120K | Buy |
1,250
+25
| +2% | +$2.4K | 0.06% | 98 |
|
|
2022
Q1 | $145K | Buy |
1,225
+172
| +16% | +$20.4K | 0.06% | 110 |
|
|
2021
Q4 | $114K | Buy |
1,053
+275
| +35% | +$29.8K | 0.05% | 119 |
|
|
2021
Q3 | $82K | Buy |
778
+70
| +10% | +$7.38K | 0.04% | 135 |
|
|
2021
Q2 | $73K | Hold |
708
| – | – | 0.03% | 131 |
|
|
2021
Q1 | $64K | Buy |
708
+162
| +30% | +$14.6K | 0.03% | 127 |
|
|
2020
Q4 | $43K | Hold |
546
| – | – | 0.02% | 140 |
|
|
2020
Q3 | $35K | Sell |
546
-165
| -23% | -$10.6K | 0.02% | 143 |
|
|
2020
Q2 | $43K | Sell |
711
-5,487
| -89% | -$332K | 0.03% | 126 |
|
|
2020
Q1 | $323K | Buy |
6,198
+749
| +14% | +$39K | 0.27% | 65 |
|
|
2019
Q4 | $511K | Buy |
5,449
+155
| +3% | +$14.5K | 0.38% | 54 |
|
|
2019
Q3 | $476K | Buy |
5,294
+56
| +1% | +$5.04K | 0.37% | 59 |
|
|
2019
Q2 | $529K | Buy |
5,238
+163
| +3% | +$16.5K | 0.44% | 52 |
|
|
2019
Q1 | $466K | Buy |
5,075
+20
| +0.4% | +$1.84K | 0.41% | 58 |
|
|
2018
Q4 | $412K | Buy |
+5,055
| New | +$412K | 0.4% | 58 |
|