Winch Advisory Services’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 | – | Sell |
-86
| Closed | -$9.66K | – | 523 |
|
|
2025
Q4 | $9.66K | Buy |
86
+1
| +1% | +$107 | ﹤0.01% | 316 |
|
|
2025
Q3 | $8.78K | Buy |
85
+1
| +1% | +$105 | ﹤0.01% | 321 |
|
|
2025
Q2 | $8.98K | Buy |
84
+2
| +2% | +$207 | ﹤0.01% | 304 |
|
|
2025
Q1 | $9.21K | Buy |
82
+1
| +1% | +$114 | ﹤0.01% | 290 |
|
|
2024
Q4 | $9.65K | Hold |
81
| – | – | ﹤0.01% | 294 |
|
|
2024
Q3 | $9.76K | Buy |
81
+1
| +1% | +$118 | ﹤0.01% | 264 |
|
|
2024
Q2 | $9.34K | Buy |
80
+1
| +1% | +$115 | ﹤0.01% | 261 |
|
|
2024
Q1 | $9.25K | Buy |
79
+1
| +1% | +$108 | ﹤0.01% | 261 |
|
|
2023
Q4 | $8.08K | Buy |
78
+1
| +1% | +$96 | ﹤0.01% | 272 |
|
|
2023
Q3 | $7K | Sell |
77
-112
| -59% | -$10.6K | ﹤0.01% | 286 |
|
|
2023
Q2 | $17K | Buy |
189
+2
| +1% | +$167 | 0.01% | 209 |
|
|
2023
Q1 | $15K | Buy |
187
+3
| +2% | +$286 | 0.01% | 214 |
|
|
2022
Q4 | $18K | Buy |
184
+2
| +1% | +$203 | 0.01% | 194 |
|
|
2022
Q3 | $16K | Buy |
182
+3
| +2% | +$289 | 0.01% | 187 |
|
|
2022
Q2 | $17K | Buy |
179
+2
| +1% | +$212 | 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% | -$3.02K | ﹤0.01% | 175 |
|
|
2019
Q4 | $20K | Buy |
215
+109
| +103% | +$10K | 0.01% | 161 |
|
|
2019
Q3 | $10K | Hold |
106
| – | – | 0.01% | 195 |
|
|
2019
Q2 | $11K | Buy |
106
+1
| +1% | +$100 | 0.01% | 197 |
|
|
2019
Q1 | $10K | Buy |
105
+1
| +1% | +$92 | 0.01% | 198 |
|
|
2018
Q4 | $8K | Buy |
104
+1
| +1% | +$92 | ﹤0.01% | 193 |
|
|
2018
Q3 | $10K | Buy |
103
+1
| +1% | +$99 | 0.01% | 180 |
|
|
2018
Q2 | $10K | Sell |
102
-18
| -15% | -$1.82K | 0.01% | 194 |
|
|
2018
Q1 | $12K | Buy |
120
+1
| +0.8% | +$113 | 0.01% | 185 |
|
|
2017
Q4 | $14K | Hold |
119
| – | – | 0.01% | 165 |
|
|
2017
Q3 | $13K | Buy |
119
+20
| +20% | +$2.14K | 0.01% | 154 |
|
|
2017
Q2 | $11K | Buy |
99
+1
| +1% | +$106 | 0.01% | 183 |
|
|
2017
Q1 | $10K | Buy |
98
+1
| +1% | +$108 | 0.01% | 176 |
|
|
2016
Q4 | $10K | Hold |
97
| – | – | 0.01% | 153 |
|
|
2016
Q3 | $8K | Buy |
97
+1
| +1% | +$77 | 0.01% | 171 |
|
|
2016
Q2 | $7K | Buy |
96
+1
| +1% | +$75 | 0.01% | 170 |
|
|
2016
Q1 | $7K | Buy |
95
+1
| +1% | +$70 | 0.01% | 140 |
|
|
2015
Q4 | $8K | Buy |
94
+1
| +1% | +$83 | 0.01% | 146 |
|
|
2015
Q3 | $7K | Hold |
93
| – | – | 0.01% | 138 |
|
|
2015
Q2 | $8K | Buy |
93
+1
| +1% | +$85 | ﹤0.01% | 189 |
|
|
2015
Q1 | $7K | Buy |
+92
| New | +$7.45K | ﹤0.01% | 180 |
|
Other funds holding PRU
Winch Advisory Services's PRU Position: Q1 2026 in Review
Winch Advisory Services sold out of Prudential Financial (PRU) in Q1 2026, closing a stake of 86 shares — an estimated $9.66K sold.
Winch Advisory Services first reported a position in PRU in Q1 2015 and held it in 44 quarters. The position peaked at $21K in Q1 2022. 1,362 funds tracked by Wall St. Rank hold PRU as of Q1 2026.
- Winch Advisory Services reported no remaining Prudential Financial position as of Q1 2026 after selling out during the quarter.
- Winch Advisory Services sold 86 Prudential Financial shares in Q1 2026, an estimated $9.66K.
- Winch Advisory Services first reported a position in Prudential Financial in Q1 2015 and held it in 44 quarters.
- Winch Advisory Services's Prudential Financial position peaked at $21K in Q1 2022.
- 1,362 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.
Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.