WESPAC Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,318
| Closed | -$867K | – | 192 |
|
|
2024
Q4 | $867K | Sell |
7,318
-1,049
| -13% | -$124K | 0.64% | 52 |
|
|
2024
Q3 | $1.01M | Sell |
8,367
-483
| -5% | -$58.5K | 0.75% | 43 |
|
|
2024
Q2 | $1.04M | Sell |
8,850
-4,178
| -32% | -$490K | 0.81% | 36 |
|
|
2024
Q1 | $1.53M | Buy |
13,028
+1,114
| +9% | +$131K | 0.89% | 31 |
|
|
2023
Q4 | $1.24M | Buy |
+11,914
| New | +$1.24M | 0.86% | 37 |
|
|
2018
Q2 | – | Sell |
-15,716
| Closed | -$1.63M | – | 140 |
|
|
2018
Q1 | $1.63M | Buy |
15,716
+6,505
| +71% | +$673K | 0.99% | 38 |
|
|
2017
Q4 | $1.06M | Sell |
9,211
-5,936
| -39% | -$682K | 0.98% | 38 |
|
|
2017
Q3 | $1.61M | Buy |
15,147
+4
| +0% | +$425 | 1.06% | 34 |
|
|
2017
Q2 | $1.64M | Buy |
15,143
+5,498
| +57% | +$595K | 1.12% | 33 |
|
|
2017
Q1 | $1.03M | Buy |
+9,645
| New | +$1.03M | 1.19% | 33 |
|