Visionary Wealth 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 | $489K | Sell |
4,549
-856
| -16% | -$92K | 0.03% | 365 |
|
|
2025
Q1 | $604K | Sell |
5,405
-62,139
| -92% | -$6.94M | 0.04% | 317 |
|
|
2024
Q4 | $8.01M | Sell |
67,544
-73
| -0.1% | -$8.65K | 0.47% | 61 |
|
|
2024
Q3 | $8.19M | Buy |
67,617
+1,991
| +3% | +$241K | 0.5% | 60 |
|
|
2024
Q2 | $7.69M | Buy |
65,626
+1,167
| +2% | +$137K | 0.5% | 59 |
|
|
2024
Q1 | $7.57M | Sell |
64,459
-1,568
| -2% | -$184K | 0.51% | 51 |
|
|
2023
Q4 | $6.85M | Buy |
66,027
+575
| +0.9% | +$59.6K | 0.5% | 53 |
|
|
2023
Q3 | $6.21M | Buy |
65,452
+2,397
| +4% | +$227K | 0.5% | 51 |
|
|
2023
Q2 | $5.56M | Buy |
63,055
+2,213
| +4% | +$195K | 0.45% | 65 |
|
|
2023
Q1 | $5.03M | Buy |
60,842
+5,258
| +9% | +$435K | 0.43% | 69 |
|
|
2022
Q4 | $5.53M | Buy |
55,584
+2,066
| +4% | +$205K | 0.51% | 59 |
|
|
2022
Q3 | $4.59M | Buy |
53,518
+11,319
| +27% | +$971K | 0.48% | 59 |
|
|
2022
Q2 | $4.04M | Buy |
42,199
+6,960
| +20% | +$666K | 0.36% | 75 |
|
|
2022
Q1 | $4.16M | Buy |
+35,239
| New | +$4.16M | 0.34% | 83 |
|