Private Wealth Advisors (California)’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,779
| Closed | -$211K | – | 87 |
|
|
2024
Q4 | $211K | Buy |
1,779
+1
| +0.1% | +$119 | 0.08% | 79 |
|
|
2024
Q3 | $212K | Hold |
1,778
| – | – | 0.08% | 75 |
|
|
2024
Q2 | $209K | Buy |
1,778
+1
| +0.1% | +$118 | 0.08% | 73 |
|
|
2024
Q1 | $209K | Buy |
+1,777
| New | +$209K | 0.08% | 72 |
|
|
2022
Q2 | – | Sell |
-1,820
| Closed | -$215K | – | 85 |
|
|
2022
Q1 | $215K | Buy |
+1,820
| New | +$215K | 0.07% | 71 |
|