Schwarz Dygos Wheeler Investment Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $374K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $363K | Hold |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $326K | Hold |
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|
2023
Q2 | $303K | Sell |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $345K | Buy |
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|
2022
Q3 | $295K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $438K | Hold |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $422K | Sell |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $353K | Buy |
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