SVB Wealth’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $60.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $417K | Buy |
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|
2022
Q3 | $229K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $497K | Buy |
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|
2021
Q2 | $443K | Buy |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Sell |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $306K | Buy |
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|
2017
Q3 | $201K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $427K | Sell |
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|
2015
Q3 | $548K | Buy |
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|
2015
Q2 | $529K | Buy |
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|
2015
Q1 | $513K | Buy |
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|
2014
Q4 | $429K | Buy |
|