Perigon Wealth Management’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 | $698K | Buy |
|
|||||
|
2025
Q2 | $691K | Sell |
|
|||||
|
2025
Q1 | $4.67M | Buy |
|
|||||
|
2024
Q4 | $646K | Buy |
|
|||||
|
2024
Q3 | $630K | Buy |
|
|||||
|
2024
Q2 | $595K | Sell |
|
|||||
|
2024
Q1 | $864K | Buy |
|
|||||
|
2023
Q4 | $443K | Buy |
|
|||||
|
2023
Q3 | $405K | Buy |
|
|||||
|
2023
Q2 | $357K | Sell |
|
|||||
|
2023
Q1 | $373K | Sell |
|
|||||
|
2022
Q4 | $480K | Buy |
|
|||||
|
2022
Q3 | $221K | Sell |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $211K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $109K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $65K | Hold |
|
|||||
|
2017
Q4 | $72K | Buy |
|
|||||
|
2017
Q3 | $55K | Sell |
|
|||||
|
2017
Q2 | $73K | Hold |
|
|||||
|
2017
Q1 | $72K | Hold |
|
|||||
|
2016
Q4 | $77K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $37K | Buy |
|