Spire Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.21K | Hold |
|
|||||
|
2025
Q2 | $8.23K | Hold |
|
|||||
|
2025
Q1 | $7.07K | Sell |
|
|||||
|
2024
Q4 | $5.5K | Buy |
|
|||||
|
2024
Q3 | $6.1K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $7.84K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $1.38K | Hold |
|
|||||
|
2023
Q2 | $1.78K | Sell |
|
|||||
|
2023
Q1 | $2.79K | Buy |
|
|||||
|
2022
Q4 | $2K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $2K | Sell |
|
|||||
|
2022
Q1 | $5K | Sell |
|
|||||
|
2021
Q4 | $31K | Sell |
|
|||||
|
2021
Q3 | $44K | Sell |
|
|||||
|
2021
Q2 | $50K | Sell |
|
|||||
|
2021
Q1 | $59K | Buy |
|