Western Wealth Management’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 | $656K | Buy |
6,104
+1,132
| +23% | +$122K | 0.04% | 348 |
|
|
2025
Q1 | $555K | Sell |
4,972
-317
| -6% | -$35.4K | 0.04% | 359 |
|
|
2024
Q4 | $627K | Buy |
5,289
+522
| +11% | +$61.9K | 0.04% | 320 |
|
|
2024
Q3 | $577K | Sell |
4,767
-48
| -1% | -$5.81K | 0.03% | 425 |
|
|
2024
Q2 | $564K | Buy |
4,815
+174
| +4% | +$20.4K | 0.04% | 339 |
|
|
2024
Q1 | $545K | Buy |
4,641
+8
| +0.2% | +$939 | 0.04% | 349 |
|
|
2023
Q4 | $480K | Sell |
4,633
-104
| -2% | -$10.8K | 0.03% | 427 |
|
|
2023
Q3 | $450K | Buy |
4,737
+942
| +25% | +$89.4K | 0.04% | 410 |
|
|
2023
Q2 | $335K | Sell |
3,795
-246
| -6% | -$21.7K | 0.03% | 479 |
|
|
2023
Q1 | $334K | Buy |
4,041
+266
| +7% | +$22K | 0.03% | 473 |
|
|
2022
Q4 | $375K | Sell |
3,775
-3,443
| -48% | -$342K | 0.04% | 409 |
|
|
2022
Q3 | $623K | Buy |
7,218
+375
| +5% | +$32.4K | 0.04% | 413 |
|
|
2022
Q2 | $653K | Buy |
6,843
+9
| +0.1% | +$859 | 0.04% | 402 |
|
|
2022
Q1 | $808K | Buy |
6,834
+3,326
| +95% | +$393K | 0.04% | 389 |
|
|
2021
Q4 | $377K | Buy |
+3,508
| New | +$377K | 0.04% | 398 |
|
|
2021
Q2 | $347K | Buy |
3,371
+1,076
| +47% | +$111K | 0.04% | 452 |
|
|
2021
Q1 | $209K | Buy |
+2,295
| New | +$209K | 0.03% | 493 |
|
|
2020
Q1 | – | Sell |
-2,573
| Closed | -$241K | – | 412 |
|
|
2019
Q4 | $241K | Hold |
2,573
| – | – | 0.04% | 355 |
|
|
2019
Q3 | $233K | Sell |
2,573
-70
| -3% | -$6.34K | 0.05% | 348 |
|
|
2019
Q2 | $268K | Buy |
2,643
+149
| +6% | +$15.1K | 0.04% | 325 |
|
|
2019
Q1 | $228K | Sell |
2,494
-70
| -3% | -$6.4K | 0.05% | 342 |
|
|
2018
Q4 | $211K | Buy |
+2,564
| New | +$211K | 0.06% | 319 |
|