Prudential Financial shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Prudential Financial
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All positions including Prudential Financial held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Prudential Financial by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 2.2k | 103.74 |
| 2025-06-30 | $234k | 2.2k | 107.44 |
| 2025-03-31 | $244k | 2.2k | 111.68 |
| 2024-12-31 | $259k | 2.2k | 118.53 |
| 2024-09-30 | $264k | 2.2k | 121.10 |
| 2024-06-30 | $255k | 2.2k | 116.84 |
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