RDWM
Red Door Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
3,766
-424
| -10% | -$45.6K | 0.05% | 181 |
|
|
2025
Q1 | $468K | Sell |
4,190
-222
| -5% | -$24.8K | 0.07% | 145 |
|
|
2024
Q4 | $523K | Sell |
4,412
-58
| -1% | -$6.88K | 0.08% | 133 |
|
|
2024
Q3 | $541K | Buy |
4,470
+532
| +14% | +$64.4K | 0.09% | 116 |
|
|
2024
Q2 | $461K | Sell |
3,938
-89
| -2% | -$10.4K | 0.08% | 121 |
|
|
2024
Q1 | $473K | Sell |
4,027
-69
| -2% | -$8.1K | 0.09% | 120 |
|
|
2023
Q4 | $425K | Hold |
4,096
| – | – | 0.09% | 121 |
|
|
2023
Q3 | $389K | Sell |
4,096
-72
| -2% | -$6.83K | 0.1% | 120 |
|
|
2023
Q2 | $368K | Sell |
4,168
-78
| -2% | -$6.88K | 0.08% | 153 |
|
|
2023
Q1 | $351K | Buy |
4,246
+69
| +2% | +$5.71K | 0.11% | 111 |
|
|
2022
Q4 | $415K | Buy |
4,177
+89
| +2% | +$8.85K | 0.14% | 101 |
|
|
2022
Q3 | $350K | Hold |
4,088
| – | – | 0.13% | 99 |
|
|
2022
Q2 | $391K | Hold |
4,088
| – | – | 0.14% | 96 |
|
|
2022
Q1 | $483K | Hold |
4,088
| – | – | 0.16% | 86 |
|
|
2021
Q4 | $442K | Hold |
4,088
| – | – | 0.15% | 105 |
|
|
2021
Q3 | $430K | Sell |
4,088
-169
| -4% | -$17.8K | 0.16% | 97 |
|
|
2021
Q2 | $436K | Sell |
4,257
-1,031
| -19% | -$106K | 0.17% | 97 |
|
|
2021
Q1 | $482K | Buy |
5,288
+2,200
| +71% | +$201K | 0.25% | 79 |
|
|
2020
Q4 | $241K | Buy |
+3,088
| New | +$241K | 0.14% | 99 |
|
|
2020
Q3 | – | Sell |
-3,088
| Closed | -$188K | – | 330 |
|
|
2020
Q2 | $188K | Hold |
3,088
| – | – | 0.14% | 103 |
|
|
2020
Q1 | $161K | Sell |
3,088
-895
| -22% | -$46.7K | 0.15% | 92 |
|
|
2019
Q4 | $378K | Buy |
+3,983
| New | +$378K | 0.34% | 67 |
|