Wetzel Investment 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
Q2 | $1.09M | Hold |
10,128
| – | – | 0.5% | 35 |
|
|
2025
Q1 | $1.13M | Sell |
10,128
-9
| -0.1% | -$1.01K | 0.57% | 36 |
|
|
2024
Q4 | $1.2M | Hold |
10,137
| – | – | 0.6% | 34 |
|
|
2024
Q3 | $1.23M | Sell |
10,137
-1,093
| -10% | -$132K | 0.62% | 35 |
|
|
2024
Q2 | $1.32M | Buy |
11,230
+30
| +0.3% | +$3.52K | 0.75% | 29 |
|
|
2024
Q1 | $1.22M | Hold |
11,200
| – | – | 0.72% | 30 |
|
|
2023
Q4 | $1.16M | Buy |
+11,200
| New | +$1.16M | 0.71% | 29 |
|