Zimmermann Investment Management & Planning’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,401
| Closed | -$291K | – | 99 |
|
|
2024
Q3 | $291K | Buy |
2,401
+11
| +0.5% | +$1.33K | 0.09% | 115 |
|
|
2024
Q2 | $280K | Sell |
2,390
-36
| -1% | -$4.22K | 0.09% | 112 |
|
|
2024
Q1 | $285K | Sell |
2,426
-198
| -8% | -$23.2K | 0.1% | 113 |
|
|
2023
Q4 | $272K | Buy |
2,624
+11
| +0.4% | +$1.14K | 0.11% | 102 |
|
|
2023
Q3 | $248K | Buy |
2,613
+8
| +0.3% | +$759 | 0.12% | 92 |
|
|
2023
Q2 | $230K | Buy |
2,605
+21
| +0.8% | +$1.85K | 0.11% | 99 |
|
|
2023
Q1 | $214K | Buy |
2,584
+216
| +9% | +$17.9K | 0.11% | 108 |
|
|
2022
Q4 | $235K | Buy |
2,368
+11
| +0.5% | +$1.09K | 0.14% | 86 |
|
|
2022
Q3 | $202K | Buy |
2,357
+10
| +0.4% | +$857 | 0.13% | 89 |
|
|
2022
Q2 | $225K | Buy |
2,347
+15
| +0.6% | +$1.44K | 0.15% | 80 |
|
|
2022
Q1 | $276K | Buy |
2,332
+11
| +0.5% | +$1.3K | 0.16% | 72 |
|
|
2021
Q4 | $251K | Buy |
+2,321
| New | +$251K | 0.14% | 78 |
|