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Prudential Financial shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in Prudential Financial

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All positions including Prudential Financial held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $444k 3.7k 121.10
2024-06-30 $364k 3.1k 117.19
2024-03-31 $385k 3.3k 117.40
2023-12-31 $340k 3.3k 103.71
2023-09-30 $339k 3.6k 94.89
2023-06-30 $373k 4.2k 88.22
2023-03-31 $350k 4.2k 82.74
2022-12-31 $473k 4.8k 99.46
2022-09-30 $439k 4.3k 101.48
2022-06-30 $340k 3.6k 95.69
2022-03-31 $353k 3.4k 105.18
2021-12-31 $334k 3.1k 108.37