MSWM
McGlone Suttner Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
8,423
+660
| +9% | +$70.9K | 0.14% | 77 |
|
|
2025
Q1 | $867K | Buy |
7,763
+1,020
| +15% | +$114K | 0.14% | 78 |
|
|
2024
Q4 | $799K | Buy |
6,743
+433
| +7% | +$51.3K | 0.13% | 74 |
|
|
2024
Q3 | $764K | Buy |
6,310
+1,327
| +27% | +$161K | 0.16% | 74 |
|
|
2024
Q2 | $517K | Sell |
4,983
-862
| -15% | -$89.4K | 0.11% | 81 |
|
|
2024
Q1 | $686K | Buy |
5,845
+862
| +17% | +$101K | 0.13% | 74 |
|
|
2023
Q4 | $517K | Buy |
4,983
+432
| +9% | +$44.8K | 0.1% | 81 |
|
|
2023
Q3 | $432K | Buy |
4,551
+258
| +6% | +$24.5K | 0.1% | 82 |
|
|
2023
Q2 | $379K | Buy |
4,293
+245
| +6% | +$21.6K | 0.09% | 91 |
|
|
2023
Q1 | $335K | Buy |
4,048
+525
| +15% | +$43.4K | 0.09% | 99 |
|
|
2022
Q4 | $350K | Buy |
+3,523
| New | +$350K | 0.11% | 88 |
|