Meridian Wealth Management’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	$392K	Sell	4,011 -88	-2%	-$9.11K	0.01%	577
2025 Q4	$463K	Buy	4,099 +1,848	+82%	+$198K	0.02%	519
2025 Q3	$233K	Sell	2,251 -68	-3%	-$7.16K	0.01%	636
2025 Q2	$249K	Sell	2,319 -50	-2%	-$5.18K	0.01%	593
2025 Q1	$265K	Buy	2,369 +74	+3%	+$8.43K	0.01%	547
2024 Q4	$272K	Sell	2,295 -13	-0.6%	-$1.6K	0.01%	536
2024 Q3	$280K	Buy	+2,308	New	+$273K	0.01%	534
2024 Q1	–	Sell	-2,058	Closed	-$213K	–	416
2023 Q4	$213K	Buy	+2,058	New	+$197K	0.01%	558
2023 Q2	–	Sell	-2,590	Closed	-$214K	–	563
2023 Q1	$214K	Buy	2,590 +99	+4%	+$9.45K	0.02%	498
2022 Q4	$248K	Sell	2,491 -63	-2%	-$6.38K	0.02%	456
2022 Q3	$219K	Sell	2,554 -188	-7%	-$18.1K	0.02%	440
2022 Q2	$262K	Buy	2,742 +168	+7%	+$17.8K	0.02%	464
2022 Q1	$304K	Sell	2,574 -5,539	-68%	-$630K	0.03%	311
2021 Q4	$878K	Buy	8,113 +5	+0.1%	+$543	0.09%	169
2021 Q3	$853K	Buy	8,108 +1,027	+15%	+$106K	0.11%	164
2021 Q2	$726K	Buy	+7,081	New	+$723K	0.09%	181
2019 Q3	–	Sell	-506	Closed	-$511	–	408
2019 Q2	$511	Buy	+506	New	+$50.4K	0.02%	368