PWM
Palumbo Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
3,475
-14
| -0.4% | -$1.5K | 0.12% | 127 |
|
|
2025
Q1 | $390K | Buy |
3,489
+180
| +5% | +$20.1K | 0.13% | 110 |
|
|
2024
Q4 | $392K | Sell |
3,309
-467
| -12% | -$55.4K | 0.15% | 102 |
|
|
2024
Q3 | $457K | Buy |
3,776
+451
| +14% | +$54.6K | 0.18% | 91 |
|
|
2024
Q2 | $390K | Sell |
3,325
-1
| -0% | -$117 | 0.16% | 94 |
|
|
2024
Q1 | $390K | Sell |
3,326
-95
| -3% | -$11.2K | 0.17% | 93 |
|
|
2023
Q4 | $355K | Buy |
3,421
+14
| +0.4% | +$1.45K | 0.18% | 91 |
|
|
2023
Q3 | $323K | Buy |
3,407
+14
| +0.4% | +$1.33K | 0.18% | 81 |
|
|
2023
Q2 | $299K | Sell |
3,393
-5,426
| -62% | -$479K | 0.18% | 83 |
|
|
2023
Q1 | $730K | Sell |
8,819
-481
| -5% | -$39.8K | 0.49% | 48 |
|
|
2022
Q4 | $925K | Buy |
9,300
+427
| +5% | +$42.5K | 0.74% | 34 |
|
|
2022
Q3 | $761K | Buy |
8,873
+315
| +4% | +$27K | 0.64% | 38 |
|
|
2022
Q2 | $819K | Buy |
8,558
+591
| +7% | +$56.6K | 0.65% | 34 |
|
|
2022
Q1 | $941K | Buy |
7,967
+172
| +2% | +$20.3K | 0.6% | 40 |
|
|
2021
Q4 | $844K | Buy |
7,795
+312
| +4% | +$33.8K | 0.53% | 46 |
|
|
2021
Q3 | $787K | Sell |
7,483
-2,560
| -25% | -$269K | 0.52% | 44 |
|
|
2021
Q2 | $1.03M | Buy |
10,043
+560
| +6% | +$57.4K | 0.69% | 32 |
|
|
2021
Q1 | $864K | Buy |
9,483
+503
| +6% | +$45.8K | 0.65% | 36 |
|
|
2020
Q4 | $701K | Buy |
+8,980
| New | +$701K | 0.57% | 36 |
|