Prudential Financial shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 3.2k | 187.17 |
| 2025-03-31 | $84k | 754 | 111.68 |
| 2024-12-31 | $89k | 754 | 118.53 |
| 2024-09-30 | $91k | 754 | 121.10 |
| 2024-06-30 | $88k | 754 | 117.19 |
| 2024-03-31 | $89k | 754 | 117.40 |
| 2023-12-31 | $78k | 754 | 103.71 |
| 2023-09-30 | $72k | 754 | 94.89 |
| 2023-06-30 | $67k | 754 | 88.22 |
| 2023-03-31 | $62k | 754 | 82.74 |
| 2022-12-31 | $75k | 754 | 99.46 |