Modern 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	$385K	Sell	3,582 -30	-0.8%	-$3.22K	0.01%	534
2025 Q1	$403K	Sell	3,612 -14	-0.4%	-$1.56K	0.01%	463
2024 Q4	$430K	Buy	3,626 +506	+16%	+$60K	0.02%	386
2024 Q3	$378K	Buy	3,120 +1,317	+73%	+$159K	0.02%	298
2024 Q2	$211K	Buy	+1,803	New	+$211K	0.02%	376