Spectrum Wealth Counsel’s Prudential Financial PRU Stock Holding History

Spectrum Wealth Counsel’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$23.7K	–	390
2024 Q4	$23.7K	Hold	200	–	–	﹤0.01%	195
2024 Q3	$24.2K	Hold	200	–	–	﹤0.01%	205
2024 Q2	$23.4K	Hold	200	–	–	﹤0.01%	248
2024 Q1	$23.5K	Buy	+200	New	+$21.6K	﹤0.01%	250

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Spectrum Wealth Counsel's PRU Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Prudential Financial (PRU) in Q1 2025, closing a stake of 200 shares — an estimated $23.7K sold.

Spectrum Wealth Counsel first reported a position in PRU in Q1 2024 and held it in 4 quarters. The position peaked at $24.2K in Q3 2024. 1,334 funds tracked by Wall St. Rank hold PRU as of Q1 2025.

Spectrum Wealth Counsel reported no remaining Prudential Financial position as of Q1 2025 after selling out during the quarter.
Spectrum Wealth Counsel sold 200 Prudential Financial shares in Q1 2025, an estimated $23.7K.
Spectrum Wealth Counsel first reported a position in Prudential Financial in Q1 2024 and held it in 4 quarters.
Spectrum Wealth Counsel's Prudential Financial position peaked at $24.2K in Q3 2024.
1,334 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.