Wealthspire Advisors (New York)’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 | $353K | Buy |
|
|||||
|
2025
Q1 | $334K | Sell |
|
|||||
|
2024
Q4 | $383K | Buy |
|
|||||
|
2024
Q3 | $311K | Buy |
|
|||||
|
2024
Q2 | $300K | Sell |
|
|||||
|
2024
Q1 | $307K | Sell |
|
|||||
|
2023
Q4 | $301K | Sell |
|
|||||
|
2023
Q3 | $301K | Buy |
|
|||||
|
2023
Q2 | $237K | Sell |
|
|||||
|
2023
Q1 | $304K | Sell |
|
|||||
|
2022
Q4 | $423K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $829K | Buy |
|
|||||
|
2021
Q3 | $639K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $705K | Buy |
|
|||||
|
2020
Q4 | $525K | Buy |
|
|||||
|
2020
Q3 | $255K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $356K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $17K | Buy |
|