Wealthcare Advisory Partners’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 | $488K | Buy |
4,546
+207
| +5% | +$22.2K | 0.01% | 649 |
|
|
2025
Q1 | $485K | Sell |
4,339
-1,354
| -24% | -$151K | 0.01% | 601 |
|
|
2024
Q4 | $675K | Sell |
5,693
-328
| -5% | -$38.9K | 0.02% | 505 |
|
|
2024
Q3 | $729K | Sell |
6,021
-2,342
| -28% | -$284K | 0.02% | 485 |
|
|
2024
Q2 | $980K | Sell |
8,363
-327
| -4% | -$38.3K | 0.03% | 388 |
|
|
2024
Q1 | $1.02M | Buy |
8,690
+3,179
| +58% | +$373K | 0.03% | 354 |
|
|
2023
Q4 | $572K | Buy |
5,511
+623
| +13% | +$64.6K | 0.02% | 461 |
|
|
2023
Q3 | $464K | Buy |
4,888
+14
| +0.3% | +$1.33K | 0.02% | 449 |
|
|
2023
Q2 | $430K | Buy |
4,874
+93
| +2% | +$8.21K | 0.02% | 479 |
|
|
2023
Q1 | $396K | Buy |
4,781
+546
| +13% | +$45.2K | 0.02% | 517 |
|
|
2022
Q4 | $421K | Buy |
4,235
+142
| +3% | +$14.1K | 0.02% | 454 |
|
|
2022
Q3 | $351K | Buy |
4,093
+352
| +9% | +$30.2K | 0.02% | 446 |
|
|
2022
Q2 | $358K | Buy |
3,741
+384
| +11% | +$36.7K | 0.02% | 389 |
|
|
2022
Q1 | $397K | Sell |
3,357
-157
| -4% | -$18.6K | 0.02% | 352 |
|
|
2021
Q4 | $380K | Buy |
3,514
+49
| +1% | +$5.3K | 0.02% | 383 |
|
|
2021
Q3 | $365K | Sell |
3,465
-3
| -0.1% | -$316 | 0.02% | 369 |
|
|
2021
Q2 | $355K | Buy |
3,468
+119
| +4% | +$12.2K | 0.02% | 382 |
|
|
2021
Q1 | $305K | Buy |
+3,349
| New | +$305K | 0.02% | 391 |
|
|
2020
Q2 | – | Sell |
-1,016
| Closed | -$53K | – | 1088 |
|
|
2020
Q1 | $53K | Buy |
1,016
+28
| +3% | +$1.46K | 0.01% | 503 |
|
|
2019
Q4 | $93K | Buy |
988
+29
| +3% | +$2.73K | 0.01% | 417 |
|
|
2019
Q3 | $86K | Buy |
959
+67
| +8% | +$6.01K | 0.01% | 426 |
|
|
2019
Q2 | $90K | Buy |
892
+4
| +0.5% | +$404 | 0.01% | 398 |
|
|
2019
Q1 | $82K | Buy |
888
+37
| +4% | +$3.42K | 0.01% | 374 |
|
|
2018
Q4 | $69K | Sell |
851
-31
| -4% | -$2.51K | 0.01% | 373 |
|
|
2018
Q3 | $89K | Buy |
882
+104
| +13% | +$10.5K | 0.02% | 356 |
|
|
2018
Q2 | $73K | Buy |
778
+78
| +11% | +$7.32K | 0.01% | 391 |
|
|
2018
Q1 | $72K | Sell |
700
-1
| -0.1% | -$103 | 0.02% | 337 |
|
|
2017
Q4 | $81K | Buy |
701
+89
| +15% | +$10.3K | 0.02% | 296 |
|
|
2017
Q3 | $65K | Buy |
+612
| New | +$65K | 0.02% | 275 |
|