Winch Advisory Services’s Prudential Financial PRU Stock Holding History

Winch Advisory Services’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.98K	Buy	84 +2	+2%	+$214	﹤0.01%	304
2025 Q1	$9.21K	Buy	82 +1	+1%	+$112	﹤0.01%	290
2024 Q4	$9.65K	Hold	81	–	–	﹤0.01%	294
2024 Q3	$9.76K	Buy	81 +1	+1%	+$120	﹤0.01%	264
2024 Q2	$9.34K	Buy	80 +1	+1%	+$117	﹤0.01%	261
2024 Q1	$9.25K	Buy	79 +1	+1%	+$117	﹤0.01%	261
2023 Q4	$8.08K	Buy	78 +1	+1%	+$104	﹤0.01%	272
2023 Q3	$7K	Sell	77 -112	-59%	-$10.2K	﹤0.01%	286
2023 Q2	$17K	Buy	189 +2	+1%	+$180	0.01%	209
2023 Q1	$15K	Buy	187 +3	+2%	+$241	0.01%	214
2022 Q4	$18K	Buy	184 +2	+1%	+$196	0.01%	194
2022 Q3	$16K	Buy	182 +3	+2%	+$264	0.01%	187
2022 Q2	$17K	Buy	179 +2	+1%	+$190	0.01%	191
2022 Q1	$21K	Hold	177	–	–	0.01%	200
2021 Q4	$19K	Hold	177	–	–	0.01%	214
2021 Q3	$19K	Hold	177	–	–	0.01%	211
2021 Q2	$18K	Hold	177	–	–	0.01%	216
2021 Q1	$16K	Hold	177	–	–	0.01%	212
2020 Q4	$14K	Hold	177	–	–	0.01%	195
2020 Q3	$11K	Hold	177	–	–	﹤0.01%	196
2020 Q2	$11K	Hold	177	–	–	0.01%	187
2020 Q1	$9K	Sell	177 -38	-18%	-$1.93K	﹤0.01%	175
2019 Q4	$20K	Buy	215 +109	+103%	+$10.1K	0.01%	161
2019 Q3	$10K	Hold	106	–	–	0.01%	195
2019 Q2	$11K	Buy	106 +1	+1%	+$104	0.01%	197
2019 Q1	$10K	Buy	105 +1	+1%	+$95	0.01%	198
2018 Q4	$8K	Buy	104 +1	+1%	+$77	﹤0.01%	193
2018 Q3	$10K	Buy	103 +1	+1%	+$97	0.01%	180
2018 Q2	$10K	Sell	102 -18	-15%	-$1.77K	0.01%	194
2018 Q1	$12K	Buy	120 +1	+0.8%	+$100	0.01%	185
2017 Q4	$14K	Hold	119	–	–	0.01%	165
2017 Q3	$13K	Buy	119 +20	+20%	+$2.19K	0.01%	154
2017 Q2	$11K	Buy	99 +1	+1%	+$111	0.01%	183
2017 Q1	$10K	Buy	98 +1	+1%	+$102	0.01%	176
2016 Q4	$10K	Hold	97	–	–	0.01%	153
2016 Q3	$8K	Buy	97 +1	+1%	+$82	0.01%	171
2016 Q2	$7K	Buy	96 +1	+1%	+$73	0.01%	170
2016 Q1	$7K	Buy	95 +1	+1%	+$74	0.01%	140
2015 Q4	$8K	Buy	94 +1	+1%	+$85	0.01%	146
2015 Q3	$7K	Hold	93	–	–	0.01%	138
2015 Q2	$8K	Buy	93 +1	+1%	+$86	﹤0.01%	189
2015 Q1	$7K	Buy	+92	New	+$7K	﹤0.01%	180