TrueWealth 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 | $354K | Sell |
3,293
-1,753
| -35% | -$188K | 0.1% | 155 |
|
|
2025
Q1 | $564K | Buy |
5,046
+460
| +10% | +$51.4K | 0.19% | 102 |
|
|
2024
Q4 | $544K | Buy |
4,586
+426
| +10% | +$50.5K | 0.18% | 105 |
|
|
2024
Q3 | $504K | Buy |
4,160
+763
| +22% | +$92.4K | 0.17% | 107 |
|
|
2024
Q2 | $398K | Sell |
3,397
-50
| -1% | -$5.86K | 0.15% | 113 |
|
|
2024
Q1 | $405K | Buy |
3,447
+14
| +0.4% | +$1.64K | 0.16% | 104 |
|
|
2023
Q4 | $356K | Sell |
3,433
-80
| -2% | -$8.3K | 0.14% | 120 |
|
|
2023
Q3 | $333K | Sell |
3,513
-20
| -0.6% | -$1.9K | 0.14% | 113 |
|
|
2023
Q2 | $312K | Sell |
3,533
-297
| -8% | -$26.2K | 0.13% | 123 |
|
|
2023
Q1 | $317K | Sell |
3,830
-117
| -3% | -$9.68K | 0.13% | 126 |
|
|
2022
Q4 | $393K | Sell |
3,947
-27
| -0.7% | -$2.69K | 0.17% | 99 |
|
|
2022
Q3 | $341K | Buy |
3,974
+8
| +0.2% | +$686 | 0.16% | 101 |
|
|
2022
Q2 | $380K | Buy |
3,966
+314
| +9% | +$30.1K | 0.18% | 101 |
|
|
2022
Q1 | $395K | Hold |
3,652
| – | – | 0.18% | 110 |
|
|
2021
Q4 | $395K | Buy |
3,652
+417
| +13% | +$45.1K | 0.18% | 110 |
|
|
2021
Q3 | $340K | Sell |
3,235
-209
| -6% | -$22K | 0.19% | 95 |
|
|
2021
Q2 | $353K | Hold |
3,444
| – | – | 0.21% | 85 |
|
|
2021
Q1 | $331K | Hold |
3,444
| – | – | 0.22% | 84 |
|
|
2020
Q4 | $278K | Buy |
+3,444
| New | +$278K | 0.24% | 68 |
|