WBH Advisory’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 | $474K | Sell |
4,410
-1,097
| -20% | -$118K | 0.04% | 233 |
|
|
2025
Q1 | $615K | Buy |
5,507
+14
| +0.3% | +$1.56K | 0.06% | 187 |
|
|
2024
Q4 | $651K | Sell |
5,493
-97
| -2% | -$11.5K | 0.06% | 190 |
|
|
2024
Q3 | $677K | Sell |
5,590
-29
| -0.5% | -$3.51K | 0.06% | 184 |
|
|
2024
Q2 | $658K | Sell |
5,619
-47
| -0.8% | -$5.51K | 0.07% | 180 |
|
|
2024
Q1 | $665K | Sell |
5,666
-197
| -3% | -$23.1K | 0.07% | 188 |
|
|
2023
Q4 | $608K | Sell |
5,863
-59
| -1% | -$6.12K | 0.07% | 190 |
|
|
2023
Q3 | $562K | Sell |
5,922
-335
| -5% | -$31.8K | 0.07% | 191 |
|
|
2023
Q2 | $552K | Buy |
6,257
+4
| +0.1% | +$353 | 0.07% | 194 |
|
|
2023
Q1 | $517K | Buy |
+6,253
| New | +$517K | 0.06% | 203 |
|
|
2022
Q3 | $576K | Sell |
6,712
-297
| -4% | -$25.5K | 0.08% | 183 |
|
|
2022
Q2 | $674K | Sell |
7,009
-446
| -6% | -$42.9K | 0.09% | 175 |
|
|
2022
Q1 | $836K | Sell |
7,455
-773
| -9% | -$86.7K | 0.1% | 164 |
|
|
2021
Q4 | $891K | Buy |
8,228
+3
| +0% | +$325 | 0.1% | 164 |
|
|
2021
Q3 | $865K | Buy |
8,225
+2
| +0% | +$210 | 0.12% | 159 |
|
|
2021
Q2 | $828K | Buy |
8,223
+678
| +9% | +$68.3K | 0.12% | 139 |
|
|
2021
Q1 | $687K | Sell |
7,545
-187
| -2% | -$17K | 0.11% | 149 |
|
|
2020
Q4 | $650K | Sell |
7,732
-205
| -3% | -$17.2K | 0.11% | 146 |
|
|
2020
Q3 | $504K | Sell |
7,937
-97
| -1% | -$6.16K | 0.1% | 160 |
|
|
2020
Q2 | $489K | Sell |
8,034
-2,743
| -25% | -$167K | 0.12% | 152 |
|
|
2020
Q1 | $561 | Sell |
10,777
-741
| -6% | -$39 | 0.13% | 127 |
|
|
2019
Q4 | $1.08M | Sell |
11,518
-206
| -2% | -$19.3K | 0.22% | 97 |
|
|
2019
Q3 | $1.05M | Buy |
11,724
+5
| +0% | +$450 | 0.24% | 95 |
|
|
2019
Q2 | $1.18M | Sell |
11,719
-297
| -2% | -$30K | 0.27% | 89 |
|
|
2019
Q1 | $1.1M | Sell |
12,016
-146
| -1% | -$13.4K | 0.26% | 90 |
|
|
2018
Q4 | $991 | Sell |
12,162
-171
| -1% | -$14 | 0.24% | 92 |
|
|
2018
Q3 | $1.25M | Sell |
12,333
-597
| -5% | -$60.5K | 0.3% | 81 |
|
|
2018
Q2 | $1.21M | Sell |
12,930
-46
| -0.4% | -$4.3K | 0.31% | 78 |
|
|
2018
Q1 | $1.34M | Sell |
12,976
-147
| -1% | -$15.2K | 0.37% | 67 |
|
|
2017
Q4 | $1.51M | Sell |
13,123
-212
| -2% | -$24.4K | 0.4% | 60 |
|
|
2017
Q3 | $1.42M | Sell |
13,335
-199
| -1% | -$21.1K | 0.4% | 64 |
|
|
2017
Q2 | $1.46M | Sell |
13,534
-323
| -2% | -$34.9K | 0.41% | 59 |
|
|
2017
Q1 | $1.48M | Buy |
13,857
+750
| +6% | +$80K | 0.44% | 56 |
|
|
2016
Q4 | $1.36M | Hold |
13,107
| – | – | 0.45% | 53 |
|
|
2016
Q3 | $1.07M | Sell |
13,107
-175
| -1% | -$14.3K | 0.37% | 63 |
|
|
2016
Q2 | $947K | Sell |
13,282
-290
| -2% | -$20.7K | 0.37% | 65 |
|
|
2016
Q1 | $980K | Buy |
13,572
+425
| +3% | +$30.7K | 0.33% | 61 |
|
|
2015
Q4 | $1.07K | Sell |
13,147
-1,380
| -9% | -$112 | 0.37% | 55 |
|
|
2015
Q3 | $1.11M | Buy |
14,527
+250
| +2% | +$19.1K | 0.46% | 54 |
|
|
2015
Q2 | $1.25M | Sell |
14,277
-115
| -0.8% | -$10.1K | 0.49% | 54 |
|
|
2015
Q1 | $1.16K | Sell |
14,392
-585
| -4% | -$47 | 0.32% | 58 |
|
|
2014
Q4 | $1.35M | Sell |
14,977
-150
| -1% | -$13.6K | 0.51% | 48 |
|
|
2014
Q3 | $1.33M | Sell |
15,127
-178
| -1% | -$15.7K | 0.47% | 46 |
|
|
2014
Q2 | $1.36M | Buy |
15,305
+14
| +0.1% | +$1.24K | 0.51% | 46 |
|
|
2014
Q1 | $1.29M | Sell |
15,291
-100
| -0.6% | -$8.46K | 0.51% | 46 |
|
|
2013
Q4 | $1.42M | Buy |
15,391
+25
| +0.2% | +$2.31K | 0.57% | 44 |
|
|
2013
Q3 | $1.2M | Buy |
15,366
+75
| +0.5% | +$5.85K | 0.54% | 49 |
|
|
2013
Q2 | $1.12M | Buy |
+15,291
| New | +$1.12M | 0.52% | 50 |
|