Total Wealth Planning & Management’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	$548K	Hold	5,096	–	–	0.44%	70
2025 Q1	$569K	Hold	5,096	–	–	0.54%	55
2024 Q4	$604K	Buy	+5,096	New	+$604K	0.55%	50