WealthPLAN Partners’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-480	Closed	-$42.3K	–	923
2023 Q2	$42.3K	Sell	480 -769	-62%	-$64.3K	0.01%	540
2023 Q1	$103K	Sell	1,249 -757	-38%	-$72.3K	0.01%	419
2022 Q4	$207K	Buy	+2,006	New	+$203K	0.01%	371
2022 Q1	$276K	Sell	2,542 -349	-12%	-$39.7K	0.02%	328
2021 Q4	$323K	Hold	2,891	–	–	0.02%	309
2021 Q3	$306K	Buy	2,891 +44	+2%	+$4.53K	0.02%	310
2021 Q2	$306K	Buy	2,847 +132	+5%	+$13.5K	0.02%	286
2021 Q1	$276K	Buy	2,715 +22	+0.8%	+$1.88K	0.02%	284
2020 Q4	$223K	Buy	+2,693	New	+$195K	0.02%	302
2020 Q3	–	Sell	-3,128	Closed	-$218K	–	329
2020 Q2	$218K	Buy	+3,128	New	+$184K	0.02%	278
2019 Q2	–	Sell	-2,140	Closed	-$210K	–	270
2019 Q1	$210K	Buy	+2,140	New	+$197K	0.03%	241
2016 Q3	$661	Sell	8 -468	-98%	-$35.9K	﹤0.01%	911
2016 Q2	$13.7K	Buy	+476	New	+$35.9K	﹤0.01%	1599
2015 Q4	$10.9K	Buy	+518	New	+$42.8K	﹤0.01%	1120
2015 Q2	$12K	Buy	142 +8	+6%	+$679	0.01%	301
2015 Q1	$11K	Buy	+134	New	+$10.9K	0.01%	374