Pinnacle Wealth Planning Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
10,523
-6,716
| -39% | -$168K | 0.03% | 338 |
|
|
2025
Q1 | $371K | Buy |
+17,239
| New | +$371K | 0.06% | 218 |
|
|
2024
Q4 | – | Sell |
-18,234
| Closed | -$338K | – | 526 |
|
|
2024
Q3 | $338K | Sell |
18,234
-731
| -4% | -$13.6K | 0.05% | 269 |
|
|
2024
Q2 | $347K | Buy |
18,965
+2,484
| +15% | +$45.5K | 0.05% | 250 |
|
|
2024
Q1 | $318K | Sell |
16,481
-3,503
| -18% | -$67.5K | 0.05% | 283 |
|
|
2023
Q4 | $449K | Buy |
19,984
+645
| +3% | +$14.5K | 0.07% | 190 |
|
|
2023
Q3 | $424K | Buy |
19,339
+1,760
| +10% | +$38.6K | 0.07% | 188 |
|
|
2023
Q2 | $498K | Sell |
17,579
-1,717
| -9% | -$48.6K | 0.08% | 168 |
|
|
2023
Q1 | $528K | Sell |
19,296
-5,389
| -22% | -$147K | 0.09% | 164 |
|
|
2022
Q4 | $678K | Buy |
+24,685
| New | +$678K | 0.12% | 117 |
|
|
2022
Q3 | – | Sell |
-15,264
| Closed | -$383K | – | 430 |
|
|
2022
Q2 | $383K | Buy |
15,264
+6,977
| +84% | +$175K | 0.07% | 193 |
|
|
2022
Q1 | $245K | Sell |
8,287
-4,575
| -36% | -$135K | 0.04% | 319 |
|
|
2021
Q4 | $443K | Buy |
12,862
+2,827
| +28% | +$97.4K | 0.09% | 177 |
|
|
2021
Q3 | $393K | Buy |
10,035
+888
| +10% | +$34.8K | 0.09% | 186 |
|
|
2021
Q2 | $338K | Buy |
9,147
+53
| +0.6% | +$1.96K | 0.08% | 205 |
|
|
2021
Q1 | $377K | Buy |
9,094
+1,270
| +16% | +$52.6K | 0.1% | 175 |
|
|
2020
Q4 | $281K | Sell |
7,824
-140
| -2% | -$5.03K | 0.07% | 210 |
|
|
2020
Q3 | $221K | Buy |
7,964
+125
| +2% | +$3.47K | 0.07% | 215 |
|
|
2020
Q2 | $231K | Buy |
+7,839
| New | +$231K | 0.08% | 195 |
|
|
2020
Q1 | – | Sell |
-7,041
| Closed | -$260K | – | 261 |
|
|
2019
Q4 | $260K | Sell |
7,041
-1,592
| -18% | -$58.8K | 0.12% | 171 |
|
|
2019
Q3 | $304K | Buy |
8,633
+826
| +11% | +$29.1K | 0.17% | 123 |
|
|
2019
Q2 | $332K | Sell |
7,807
-338
| -4% | -$14.4K | 0.2% | 97 |
|
|
2019
Q1 | $318K | Buy |
8,145
+2,306
| +39% | +$90K | 0.21% | 97 |
|
|
2018
Q4 | $200K | Sell |
5,839
-8,269
| -59% | -$283K | 0.13% | 133 |
|
|
2018
Q3 | $628K | Buy |
14,108
+2,086
| +17% | +$92.9K | 0.57% | 53 |
|
|
2018
Q2 | $533K | Buy |
12,022
+2,068
| +21% | +$91.7K | 0.52% | 60 |
|
|
2018
Q1 | $494K | Buy |
9,954
+8,305
| +504% | +$412K | 0.51% | 60 |
|
|
2017
Q4 | $81K | Buy |
+1,649
| New | +$81K | 0.17% | 102 |
|