Physician Wealth Advisors’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.28K	Buy	131 +36	+38%	+$901	﹤0.01%	899
2025 Q1	$2.04K	Hold	95	–	–	﹤0.01%	863
2024 Q4	$1.52K	Buy	+95	New	+$1.52K	﹤0.01%	876