Prudential Financial shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $343k | 3.3k | 103.73 |
| 2025-06-30 | $354k | 3.3k | 107.45 |
| 2025-03-31 | $564k | 5.0k | 111.68 |
| 2024-12-31 | $544k | 4.6k | 118.53 |
| 2024-09-30 | $504k | 4.2k | 121.09 |
| 2024-06-30 | $398k | 3.4k | 117.20 |
| 2024-03-31 | $405k | 3.4k | 117.41 |
| 2023-12-31 | $356k | 3.4k | 103.72 |
| 2023-09-30 | $333k | 3.5k | 94.90 |
| 2023-06-30 | $312k | 3.5k | 88.21 |
| 2023-03-31 | $317k | 3.8k | 82.75 |
| 2022-12-31 | $393k | 3.9k | 99.45 |
| 2022-09-30 | $341k | 4.0k | 85.81 |
| 2022-06-30 | $380k | 4.0k | 95.81 |
| 2022-03-31 | $415k | 3.8k | 109.73 |
| 2021-12-31 | $395k | 3.7k | 108.16 |
| 2021-09-30 | $340k | 3.2k | 105.10 |
| 2021-06-30 | $353k | 3.4k | 102.50 |
| 2021-03-31 | $331k | 3.4k | 96.11 |
| 2020-12-31 | $278k | 3.4k | 80.72 |