Meridian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,319
-50
| -2% | -$5.37K | 0.01% | 593 |
|
|
2025
Q1 | $265K | Buy |
2,369
+74
| +3% | +$8.26K | 0.01% | 547 |
|
|
2024
Q4 | $272K | Sell |
2,295
-13
| -0.6% | -$1.54K | 0.01% | 536 |
|
|
2024
Q3 | $280K | Buy |
+2,308
| New | +$280K | 0.01% | 534 |
|
|
2024
Q1 | – | Sell |
-2,058
| Closed | -$213K | – | 417 |
|
|
2023
Q4 | $213K | Buy |
+2,058
| New | +$213K | 0.01% | 558 |
|
|
2023
Q2 | – | Sell |
-2,590
| Closed | -$214K | – | 563 |
|
|
2023
Q1 | $214K | Buy |
2,590
+99
| +4% | +$8.19K | 0.02% | 498 |
|
|
2022
Q4 | $248K | Sell |
2,491
-63
| -2% | -$6.27K | 0.02% | 456 |
|
|
2022
Q3 | $219K | Sell |
2,554
-188
| -7% | -$16.1K | 0.02% | 440 |
|
|
2022
Q2 | $262K | Buy |
2,742
+168
| +7% | +$16.1K | 0.02% | 464 |
|
|
2022
Q1 | $304K | Sell |
2,574
-5,539
| -68% | -$654K | 0.03% | 311 |
|
|
2021
Q4 | $878K | Buy |
8,113
+5
| +0.1% | +$541 | 0.09% | 169 |
|
|
2021
Q3 | $853K | Buy |
8,108
+1,027
| +15% | +$108K | 0.11% | 164 |
|
|
2021
Q2 | $726K | Buy |
+7,081
| New | +$726K | 0.09% | 181 |
|
|
2019
Q3 | – | Sell |
-506
| Closed | -$511 | – | 408 |
|
|
2019
Q2 | $511 | Buy |
+506
| New | +$511 | 0.02% | 368 |
|