Prudential Financial shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $292k | 2.4k | 121.10 |
| 2024-06-30 | $294k | 2.5k | 117.19 |
| 2024-03-31 | $300k | 2.6k | 117.42 |
| 2023-12-31 | $526k | 5.1k | 103.71 |
| 2023-09-30 | $475k | 5.0k | 94.89 |
| 2023-06-30 | $420k | 4.8k | 88.22 |
| 2023-03-31 | $408k | 4.9k | 82.74 |
| 2022-12-31 | $509k | 5.1k | 99.43 |
| 2022-09-30 | $543k | 6.3k | 85.78 |
| 2022-06-30 | $619k | 6.5k | 95.66 |
| 2022-03-31 | $767k | 6.5k | 118.20 |
| 2021-12-31 | $687k | 6.3k | 108.27 |
| 2021-09-30 | $666k | 6.3k | 105.25 |
| 2021-06-30 | $594k | 5.8k | 102.48 |
| 2021-03-31 | $466k | 5.1k | 91.16 |
| 2020-12-31 | $351k | 4.5k | 78.00 |
| 2020-09-30 | $287k | 4.5k | 63.47 |