Premier Path Wealth Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
3,198
-576
| -15% | -$61.9K | 0.05% | 303 |
|
|
2025
Q1 | $421K | Sell |
3,774
-5
| -0.1% | -$558 | 0.07% | 251 |
|
|
2024
Q4 | $448K | Buy |
3,779
+5
| +0.1% | +$593 | 0.07% | 243 |
|
|
2024
Q3 | $457K | Buy |
3,774
+25
| +0.7% | +$3.03K | 0.07% | 240 |
|
|
2024
Q2 | $439K | Buy |
3,749
+33
| +0.9% | +$3.87K | 0.07% | 242 |
|
|
2024
Q1 | $436K | Buy |
3,716
+175
| +5% | +$20.5K | 0.08% | 224 |
|
|
2023
Q4 | $367K | Buy |
+3,541
| New | +$367K | 0.08% | 224 |
|