WMG Financial 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 | $1.07M | Buy |
9,923
+250
| +3% | +$26.9K | 0.39% | 45 |
|
|
2025
Q1 | $1.08M | Sell |
9,673
-13
| -0.1% | -$1.45K | 0.46% | 40 |
|
|
2024
Q4 | $1.15M | Buy |
9,686
+61
| +0.6% | +$7.23K | 0.49% | 39 |
|
|
2024
Q3 | $1.17M | Sell |
9,625
-52
| -0.5% | -$6.3K | 0.53% | 39 |
|
|
2024
Q2 | $1.13M | Buy |
9,677
+850
| +10% | +$99.6K | 0.6% | 33 |
|
|
2024
Q1 | $1.04M | Sell |
8,827
-3
| -0% | -$352 | 0.59% | 37 |
|
|
2023
Q4 | $916K | Sell |
8,830
-1,370
| -13% | -$142K | 0.6% | 36 |
|
|
2023
Q3 | $968K | Sell |
10,200
-548
| -5% | -$52K | 0.82% | 29 |
|
|
2023
Q2 | $948K | Buy |
10,748
+2,981
| +38% | +$263K | 0.7% | 39 |
|
|
2023
Q1 | $887K | Sell |
7,767
-5,555
| -42% | -$634K | 0.73% | 40 |
|
|
2022
Q4 | $1.33M | Sell |
13,322
-917
| -6% | -$91.2K | 1.13% | 21 |
|
|
2022
Q3 | $1.22M | Buy |
14,239
+18
| +0.1% | +$1.55K | 1.1% | 21 |
|
|
2022
Q2 | $1.37M | Sell |
14,221
-147
| -1% | -$14.1K | 1.18% | 20 |
|
|
2022
Q1 | $1.7M | Sell |
14,368
-603
| -4% | -$71.2K | 1.25% | 19 |
|
|
2021
Q4 | $1.62M | Buy |
+14,971
| New | +$1.62M | 1.26% | 19 |
|