Wealth Enhancement Advisory Services’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.25M | Buy |
84,772
+4,884
| +6% | +$533K | 0.02% | 665 |
|
|
2025
Q1 | $8.92M | Buy |
79,888
+2,623
| +3% | +$293K | 0.02% | 616 |
|
|
2024
Q4 | $9.16M | Buy |
77,265
+24,682
| +47% | +$2.93M | 0.02% | 588 |
|
|
2024
Q3 | $6.37M | Sell |
52,583
-1,721
| -3% | -$208K | 0.01% | 653 |
|
|
2024
Q2 | $6.36M | Sell |
54,304
-3,797
| -7% | -$445K | 0.02% | 622 |
|
|
2024
Q1 | $6.82M | Sell |
58,101
-4,341
| -7% | -$510K | 0.02% | 590 |
|
|
2023
Q4 | $6.48M | Buy |
62,442
+5,657
| +10% | +$587K | 0.02% | 537 |
|
|
2023
Q3 | $5.39M | Buy |
56,785
+52,354
| +1,182% | +$4.97M | 0.02% | 561 |
|
|
2023
Q2 | $391K | Sell |
4,431
-1,114
| -20% | -$98.3K | ﹤0.01% | 387 |
|
|
2023
Q1 | $459K | Buy |
+5,545
| New | +$459K | 0.01% | 396 |
|
|
2022
Q4 | – | Sell |
-116,537
| Closed | -$10.6M | – | 360 |
|
|
2022
Q3 | $10.6M | Buy |
116,537
+1,662
| +1% | +$151K | 0.15% | 78 |
|
|
2022
Q2 | $11.1M | Buy |
114,875
+71,215
| +163% | +$6.86M | 0.15% | 80 |
|
|
2022
Q1 | $5.08M | Buy |
43,660
+1,904
| +5% | +$222K | 0.07% | 131 |
|
|
2021
Q4 | $4.67M | Buy |
+41,756
| New | +$4.67M | 0.07% | 122 |
|
|
2020
Q1 | – | Sell |
-19,891
| Closed | -$1.87M | – | 262 |
|
|
2019
Q4 | $1.87M | Buy |
19,891
+5,235
| +36% | +$491K | 0.07% | 114 |
|
|
2019
Q3 | $1.31M | Buy |
+14,656
| New | +$1.31M | 0.05% | 132 |
|