Venturi Wealth Management’s Prudential Financial PRU 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 | $220K | Sell |
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|
2024
Q4 | $245K | Buy |
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|
2024
Q3 | $64.3K | Buy |
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|
2024
Q2 | $59.9K | Buy |
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|
2024
Q1 | $24.2K | Buy |
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|
2023
Q4 | $20.9K | Buy |
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|
2023
Q3 | $15.5K | Buy |
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|
2023
Q2 | $12.1K | Buy |
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|
2023
Q1 | $10.6K | Buy |
|
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $411K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5.32M | Buy |
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|
2017
Q4 | $5.69M | Buy |
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|
2017
Q3 | $5.09M | Sell |
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|
2017
Q2 | $5.54M | Sell |
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|
2017
Q1 | $5.85M | Buy |
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