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Prudential Financial shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Prudential Financial

Tip: Access up to 7 years of quarterly data

All positions including Prudential Financial held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Prudential Financial by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $321k 3.1k 103.71
2023-09-30 $326k 3.4k 94.89
2023-06-30 $304k 3.4k 88.22
2023-03-31 $287k 3.5k 82.74
2022-12-31 $345k 3.5k 99.46
2022-09-30 $295k 3.4k 85.76
2022-06-30 $329k 3.4k 95.64
2022-03-31 $438k 3.7k 118.22
2021-12-31 $401k 3.7k 108.23
2021-09-30 $390k 3.7k 105.26
2021-06-30 $422k 4.1k 102.45
2021-03-31 $412k 4.5k 91.11
2020-12-31 $353k 4.5k 78.06