MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-758
| Closed | -$75.4K | – | 493 |
|
|
2022
Q4 | $75.4K | Buy |
+758
| New | +$75.4K | 0.03% | 143 |
|
|
2018
Q4 | – | Sell |
-912
| Closed | -$92K | – | 395 |
|
|
2018
Q3 | $92K | Sell |
912
-75
| -8% | -$7.57K | 0.06% | 90 |
|
|
2018
Q2 | $93K | Buy |
987
+5
| +0.5% | +$471 | 0.07% | 86 |
|
|
2018
Q1 | $101K | Buy |
982
+2
| +0.2% | +$206 | 0.08% | 69 |
|
|
2017
Q4 | $112K | Buy |
980
+2
| +0.2% | +$229 | 0.09% | 65 |
|
|
2017
Q3 | $104K | Buy |
978
+2
| +0.2% | +$213 | 0.09% | 63 |
|
|
2017
Q2 | $105K | Buy |
976
+2
| +0.2% | +$215 | 0.09% | 61 |
|
|
2017
Q1 | $103K | Buy |
974
+2
| +0.2% | +$211 | 0.09% | 61 |
|
|
2016
Q4 | $101K | Buy |
972
+2
| +0.2% | +$208 | 0.09% | 65 |
|
|
2016
Q3 | $79K | Buy |
970
+2
| +0.2% | +$163 | 0.07% | 83 |
|
|
2016
Q2 | $69K | Buy |
968
+3
| +0.3% | +$214 | 0.07% | 85 |
|
|
2016
Q1 | $69K | Buy |
965
+154
| +19% | +$11K | 0.07% | 87 |
|
|
2015
Q4 | $68K | Buy |
+811
| New | +$68K | 0.06% | 83 |
|