Valley Wealth Managers’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 | $3.34M | Buy |
31,100
+1,632
| +6% | +$175K | 0.24% | 96 |
|
|
2025
Q1 | $3.29M | Buy |
29,468
+751
| +3% | +$83.9K | 0.25% | 93 |
|
|
2024
Q4 | $3.4M | Sell |
28,717
-2,001
| -7% | -$237K | 0.25% | 87 |
|
|
2024
Q3 | $3.72M | Sell |
30,718
-1,124
| -4% | -$136K | 0.28% | 89 |
|
|
2024
Q2 | $3.73M | Sell |
31,842
-3,117
| -9% | -$365K | 0.3% | 81 |
|
|
2024
Q1 | $4.1M | Sell |
34,959
-4,087
| -10% | -$480K | 0.31% | 75 |
|
|
2023
Q4 | $4.05M | Sell |
39,046
-1,356
| -3% | -$141K | 0.32% | 83 |
|
|
2023
Q3 | $3.83M | Sell |
40,402
-1,300
| -3% | -$123K | 0.32% | 83 |
|
|
2023
Q2 | $3.68M | Buy |
41,702
+1,354
| +3% | +$119K | 0.33% | 81 |
|
|
2023
Q1 | $3.34M | Buy |
40,348
+1,648
| +4% | +$136K | 0.3% | 85 |
|
|
2022
Q4 | $3.85M | Buy |
38,700
+693
| +2% | +$68.9K | 0.36% | 76 |
|
|
2022
Q3 | $3.26M | Buy |
38,007
+1,906
| +5% | +$163K | 0.33% | 83 |
|
|
2022
Q2 | $3.45M | Buy |
36,101
+2,460
| +7% | +$235K | 0.32% | 82 |
|
|
2022
Q1 | $3.98M | Sell |
33,641
-383
| -1% | -$45.3K | 0.33% | 78 |
|
|
2021
Q4 | $3.68M | Sell |
34,024
-665
| -2% | -$72K | 0.3% | 78 |
|
|
2021
Q3 | $3.65M | Sell |
34,689
-519
| -1% | -$54.6K | 0.32% | 73 |
|
|
2021
Q2 | $3.61M | Sell |
35,208
-103
| -0.3% | -$10.6K | 0.31% | 81 |
|
|
2021
Q1 | $3.22M | Buy |
35,311
+3,401
| +11% | +$310K | 0.29% | 80 |
|
|
2020
Q4 | $2.49M | Buy |
31,910
+430
| +1% | +$33.6K | 0.24% | 86 |
|
|
2020
Q3 | $2M | Sell |
31,480
-515
| -2% | -$32.7K | 0.22% | 86 |
|
|
2020
Q2 | $1.95M | Buy |
31,995
+85
| +0.3% | +$5.18K | 0.22% | 89 |
|
|
2020
Q1 | $1.66M | Buy |
31,910
+7,670
| +32% | +$400K | 0.22% | 84 |
|
|
2019
Q4 | $2.27M | Buy |
24,240
+2,410
| +11% | +$226K | 0.23% | 84 |
|
|
2019
Q3 | $1.96M | Buy |
21,830
+463
| +2% | +$41.6K | 0.21% | 85 |
|
|
2019
Q2 | $2.16M | Buy |
21,367
+1,195
| +6% | +$121K | 0.23% | 77 |
|
|
2019
Q1 | $1.85M | Buy |
20,172
+2,919
| +17% | +$268K | 0.2% | 81 |
|
|
2018
Q4 | $1.41M | Buy |
17,253
+1,251
| +8% | +$102K | 0.18% | 78 |
|
|
2018
Q3 | $1.62M | Sell |
16,002
-25
| -0.2% | -$2.53K | 0.19% | 72 |
|
|
2018
Q2 | $1.5M | Sell |
16,027
-1,005
| -6% | -$94K | 0.18% | 82 |
|
|
2018
Q1 | $1.76M | Buy |
17,032
+765
| +5% | +$79.2K | 0.21% | 68 |
|
|
2017
Q4 | $1.87M | Sell |
16,267
-225
| -1% | -$25.9K | 0.23% | 64 |
|
|
2017
Q3 | $1.75M | Sell |
16,492
-555
| -3% | -$59K | 0.22% | 62 |
|
|
2017
Q2 | $1.84M | Sell |
17,047
-1,045
| -6% | -$113K | 0.25% | 55 |
|
|
2017
Q1 | $1.93M | Sell |
18,092
-79
| -0.4% | -$8.43K | 0.26% | 60 |
|
|
2016
Q4 | $1.89M | Sell |
18,171
-1,241
| -6% | -$129K | 0.27% | 56 |
|
|
2016
Q3 | $1.59M | Buy |
19,412
+775
| +4% | +$63.3K | 0.23% | 62 |
|
|
2016
Q2 | $1.33M | Buy |
18,637
+4,847
| +35% | +$346K | 0.2% | 74 |
|
|
2016
Q1 | $996K | Buy |
13,790
+2,315
| +20% | +$167K | 0.17% | 79 |
|
|
2015
Q4 | $934K | Sell |
11,475
-1,340
| -10% | -$109K | 0.17% | 79 |
|
|
2015
Q3 | $977K | Buy |
+12,815
| New | +$977K | 0.18% | 70 |
|