Prudential Financial shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 19k | 117.40 |
| 2023-12-31 | $1.9M | 19k | 103.71 |
| 2023-09-30 | $1.7M | 18k | 94.89 |
| 2023-06-30 | $2.2M | 24k | 88.22 |
| 2023-03-31 | $2.0M | 24k | 82.74 |
| 2022-12-31 | $2.4M | 24k | 99.46 |
| 2022-09-30 | $2.1M | 25k | 85.79 |
| 2022-06-30 | $2.3M | 24k | 95.68 |
| 2022-03-31 | $3.8M | 33k | 118.17 |
| 2021-12-31 | $3.5M | 33k | 108.24 |
| 2021-09-30 | $3.4M | 32k | 105.20 |
| 2021-06-30 | $3.3M | 32k | 102.46 |
| 2021-03-31 | $2.9M | 32k | 91.10 |
| 2020-12-31 | $2.4M | 31k | 78.07 |
| 2020-09-30 | $1.9M | 31k | 63.51 |
| 2020-06-30 | $1.5M | 24k | 60.91 |
| 2018-09-30 | $3.7M | 36k | 101.32 |