Northwestern Mutual Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
15,955
+3,828
| +32% | +$95.8K | ﹤0.01% | 1469 |
|
|
2025
Q1 | $261K | Sell |
12,127
-1,126
| -8% | -$24.2K | ﹤0.01% | 1556 |
|
|
2024
Q4 | $211K | Buy |
13,253
+5,134
| +63% | +$81.8K | ﹤0.01% | 1632 |
|
|
2024
Q3 | $151K | Sell |
8,119
-135
| -2% | -$2.5K | ﹤0.01% | 1736 |
|
|
2024
Q2 | $151K | Buy |
8,254
+2,507
| +44% | +$45.9K | ﹤0.01% | 1665 |
|
|
2024
Q1 | $111K | Buy |
5,747
+2,667
| +87% | +$51.4K | ﹤0.01% | 1778 |
|
|
2023
Q4 | $69.2K | Buy |
3,080
+93
| +3% | +$2.09K | ﹤0.01% | 1922 |
|
|
2023
Q3 | $65.5K | Buy |
2,987
+687
| +30% | +$15.1K | ﹤0.01% | 1871 |
|
|
2023
Q2 | $65.1K | Buy |
2,300
+440
| +24% | +$12.5K | ﹤0.01% | 1887 |
|
|
2023
Q1 | $50.9K | Buy |
1,860
+772
| +71% | +$21.1K | ﹤0.01% | 1934 |
|
|
2022
Q4 | $29.9K | Buy |
1,088
+379
| +53% | +$10.4K | ﹤0.01% | 2094 |
|
|
2022
Q3 | $14K | Buy |
709
+32
| +5% | +$632 | ﹤0.01% | 2356 |
|
|
2022
Q2 | $17K | Buy |
677
+271
| +67% | +$6.81K | ﹤0.01% | 2321 |
|
|
2022
Q1 | $12K | Sell |
406
-648
| -61% | -$19.2K | ﹤0.01% | 2474 |
|
|
2021
Q4 | $37K | Buy |
1,054
+303
| +40% | +$10.6K | ﹤0.01% | 2099 |
|
|
2021
Q3 | $29K | Buy |
751
+61
| +9% | +$2.36K | ﹤0.01% | 2079 |
|
|
2021
Q2 | $26K | Buy |
690
+229
| +50% | +$8.63K | ﹤0.01% | 2092 |
|
|
2021
Q1 | $19K | Hold |
461
| – | – | ﹤0.01% | 2074 |
|
|
2020
Q4 | $17K | Sell |
461
-320
| -41% | -$11.8K | ﹤0.01% | 2022 |
|
|
2020
Q3 | $22K | Sell |
781
-4,995
| -86% | -$141K | ﹤0.01% | 1775 |
|
|
2020
Q2 | $170K | Buy |
5,776
+5,268
| +1,037% | +$155K | ﹤0.01% | 1031 |
|
|
2020
Q1 | $12K | Buy |
508
+83
| +20% | +$1.96K | ﹤0.01% | 1856 |
|
|
2019
Q4 | $16K | Sell |
425
-620
| -59% | -$23.3K | ﹤0.01% | 1807 |
|
|
2019
Q3 | $37K | Buy |
1,045
+724
| +226% | +$25.6K | ﹤0.01% | 1522 |
|
|
2019
Q2 | $14K | Sell |
321
-7
| -2% | -$305 | ﹤0.01% | 1849 |
|
|
2019
Q1 | $13K | Buy |
328
+185
| +129% | +$7.33K | ﹤0.01% | 1870 |
|
|
2018
Q4 | $5K | Sell |
143
-147
| -51% | -$5.14K | ﹤0.01% | 2046 |
|
|
2018
Q3 | $13K | Sell |
290
-34
| -10% | -$1.52K | ﹤0.01% | 1843 |
|
|
2018
Q2 | $14K | Buy |
324
+232
| +252% | +$10K | ﹤0.01% | 1734 |
|
|
2018
Q1 | $5K | Hold |
92
| – | – | ﹤0.01% | 1913 |
|
|
2017
Q4 | $5K | Hold |
92
| – | – | ﹤0.01% | 1935 |
|
|
2017
Q3 | $4K | Sell |
92
-247
| -73% | -$10.7K | ﹤0.01% | 1867 |
|
|
2017
Q2 | $15K | Hold |
339
| – | – | ﹤0.01% | 1481 |
|
|
2017
Q1 | $14K | Sell |
339
-2,881
| -89% | -$119K | ﹤0.01% | 1445 |
|
|
2016
Q4 | $124K | Buy |
+3,220
| New | +$124K | ﹤0.01% | 767 |
|
|
2016
Q3 | – | Sell |
-3,496
| Closed | -$115K | – | 1199 |
|
|
2016
Q2 | $115K | Buy |
3,496
+70
| +2% | +$2.3K | ﹤0.01% | 689 |
|
|
2016
Q1 | $124K | Buy |
3,426
+3,264
| +2,015% | +$118K | ﹤0.01% | 649 |
|
|
2015
Q4 | $7K | Sell |
162
-26
| -14% | -$1.12K | ﹤0.01% | 1249 |
|
|
2015
Q3 | $8K | Buy |
188
+96
| +104% | +$4.09K | ﹤0.01% | 1143 |
|
|
2015
Q2 | $4K | Sell |
92
-46
| -33% | -$2K | ﹤0.01% | 1164 |
|
|
2015
Q1 | $7K | Sell |
138
-25
| -15% | -$1.27K | ﹤0.01% | 1113 |
|
|
2014
Q4 | $7K | Buy |
163
+59
| +57% | +$2.53K | ﹤0.01% | 1193 |
|
|
2014
Q3 | $5K | Buy |
104
+12
| +13% | +$577 | ﹤0.01% | 1036 |
|
|
2014
Q2 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 1054 |
|
|
2013
Q4 | – | Sell |
-190
| Closed | -$6K | – | 1528 |
|
|
2013
Q3 | $6K | Hold |
190
| – | – | ﹤0.01% | 984 |
|
|
2013
Q2 | $6K | Buy |
+190
| New | +$6K | ﹤0.01% | 930 |
|