West Michigan Advisors’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$242K	Buy	2,474 +286	+13%	+$29.6K	0.05%	267
2025 Q4	$247K	Sell	2,188 -33	-1%	-$3.54K	0.06%	236
2025 Q3	$230K	Buy	2,221 +12	+0.5%	+$1.26K	0.06%	232
2025 Q2	$237K	Buy	2,209 +7	+0.3%	+$725	0.07%	207
2025 Q1	$246K	Buy	2,202 +1	+0%	+$114	0.08%	175
2024 Q4	$261K	Sell	2,201 -98	-4%	-$12.1K	0.08%	188
2024 Q3	$278K	Sell	2,299 -105	-4%	-$12.4K	0.08%	153
2024 Q2	$282K	Hold	2,404	–	–	0.09%	144
2024 Q1	$282K	Buy	+2,404	New	+$259K	0.09%	140
2023 Q4	–	Sell	-2,205	Closed	-$209K	–	162
2023 Q3	$209K	Buy	+2,205	New	+$209K	0.11%	137