Naviter Wealth’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Buy |
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|
2025
Q2 | $422K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $452K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $495K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $309K | Buy |
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