Waverly Advisors’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 | $469K | Buy |
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|
2025
Q1 | $460K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $399K | Sell |
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|
2018
Q2 | $369K | Hold |
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|
2018
Q1 | $408K | Sell |
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|
2017
Q4 | $516K | Hold |
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|
2017
Q3 | $477K | Hold |
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|
2017
Q2 | $486K | Hold |
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|
2017
Q1 | $479K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $23K | Hold |
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|
2015
Q2 | $26K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $549K | Hold |
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|
2014
Q2 | $555K | Hold |
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|
2014
Q1 | $529K | Sell |
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|
2013
Q4 | $600K | Buy |
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|
2013
Q3 | $19K | Buy |
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