Pinnacle Wealth Planning Services’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
Q2 | $535K | Buy |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $591K | Sell |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $657K | Buy |
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|
2023
Q4 | $573K | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $655K | Sell |
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|
2021
Q4 | $610K | Sell |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $602K | Sell |
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|
2021
Q1 | $538K | Buy |
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|
2020
Q4 | $450K | Buy |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $303K | Sell |
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|
2020
Q1 | $282K | Buy |
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|
2019
Q4 | $422K | Buy |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $351K | Buy |
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|
2018
Q4 | $215K | Sell |
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|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $255K | Sell |
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|
2018
Q1 | $379K | Buy |
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|
2017
Q4 | $105K | Buy |
|