Oxler Private Wealth’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,371	Closed	-$1.22M	–	92
2025 Q2	$1.22M	Buy	11,371 +143	+1%	+$14.8K	0.38%	38
2025 Q1	$1.25M	Buy	11,228 +140	+1%	+$16K	0.44%	39
2024 Q4	$1.31M	Buy	11,088 +117	+1%	+$14.4K	0.43%	38
2024 Q3	$1.33M	Buy	10,971 +123	+1%	+$14.5K	0.46%	37
2024 Q2	$1.27M	Buy	10,848 +121	+1%	+$14K	0.47%	38
2024 Q1	$1.26M	Buy	+10,727	New	+$1.16M	0.49%	39
2023 Q4	–	Sell	-10,475	Closed	-$994K	–	90
2023 Q3	$994K	Buy	10,475 +135	+1%	+$12.8K	0.5%	43
2023 Q2	$912K	Buy	10,340 +150	+1%	+$12.6K	0.43%	48
2023 Q1	$843K	Buy	10,190 +146	+1%	+$13.9K	0.42%	54
2022 Q4	$999K	Buy	10,044 +114	+1%	+$11.5K	0.54%	48
2022 Q3	$852K	Buy	9,930 +121	+1%	+$11.6K	0.48%	51
2022 Q2	$939K	Buy	9,809 +122	+1%	+$12.9K	0.45%	54
2022 Q1	$1.14M	Buy	9,687 +107	+1%	+$12.2K	0.52%	51
2021 Q4	$1.04M	Buy	9,580 +103	+1%	+$11.2K	0.43%	62
2021 Q3	$996K	Hold	9,477	–	–	0.44%	62
2021 Q2	$971K	Hold	9,477	–	–	0.42%	65
2021 Q1	$863K	Buy	9,477 +4,000	+73%	+$342K	0.44%	62
2020 Q4	$427K	Buy	+5,477	New	+$396K	0.24%	74