Schwarz Dygos Wheeler Investment Advisors’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 | $328K | Hold |
3,057
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $341K | Hold |
3,057
| – | – | 0.08% | 122 |
|
|
2024
Q4 | $362K | Sell |
3,057
-33
| -1% | -$3.91K | 0.09% | 116 |
|
|
2024
Q3 | $374K | Hold |
3,090
| – | – | 0.09% | 108 |
|
|
2024
Q2 | $362K | Hold |
3,090
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $363K | Hold |
3,090
| – | – | 0.1% | 109 |
|
|
2023
Q4 | $320K | Sell |
3,090
-350
| -10% | -$36.3K | 0.1% | 113 |
|
|
2023
Q3 | $326K | Hold |
3,440
| – | – | 0.11% | 107 |
|
|
2023
Q2 | $303K | Sell |
3,440
-27
| -0.8% | -$2.38K | 0.1% | 108 |
|
|
2023
Q1 | $287K | Hold |
3,467
| – | – | 0.1% | 108 |
|
|
2022
Q4 | $345K | Buy |
3,467
+27
| +0.8% | +$2.69K | 0.14% | 94 |
|
|
2022
Q3 | $295K | Hold |
3,440
| – | – | 0.13% | 91 |
|
|
2022
Q2 | $329K | Sell |
3,440
-265
| -7% | -$25.3K | 0.13% | 92 |
|
|
2022
Q1 | $438K | Hold |
3,705
| – | – | 0.15% | 89 |
|
|
2021
Q4 | $401K | Hold |
3,705
| – | – | 0.14% | 91 |
|
|
2021
Q3 | $390K | Sell |
3,705
-414
| -10% | -$43.6K | 0.14% | 90 |
|
|
2021
Q2 | $422K | Sell |
4,119
-403
| -9% | -$41.3K | 0.15% | 84 |
|
|
2021
Q1 | $412K | Hold |
4,522
| – | – | 0.17% | 82 |
|
|
2020
Q4 | $353K | Buy |
+4,522
| New | +$353K | 0.17% | 77 |
|