Pinnacle Wealth Planning Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $347K | Buy |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $678K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $393K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $628K | Buy |
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|
2018
Q2 | $533K | Buy |
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|
2018
Q1 | $494K | Buy |
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|
2017
Q4 | $81K | Buy |
|