Prudential Financial shares owned by West Financial Advisors
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Prudential Financial
Tip: Access up to 7 years of quarterly data
All positions including Prudential Financial held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Prudential Financial by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 131 | 103.74 |
| 2025-06-30 | $14k | 131 | 107.44 |
| 2025-03-31 | $15k | 131 | 111.69 |
| 2024-12-31 | $16k | 131 | 118.53 |
| 2024-09-30 | $16k | 131 | 121.11 |
| 2024-06-30 | $15k | 131 | 117.19 |
| 2024-03-31 | $15k | 131 | 117.40 |
| 2023-12-31 | $14k | 131 | 103.72 |
| 2023-09-30 | $21k | 221 | 94.89 |
| 2023-06-30 | $12k | 131 | 88.22 |
| 2023-03-31 | $21k | 258 | 82.74 |
| 2022-12-31 | $13k | 131 | 99.46 |
| 2022-09-30 | $11k | 131 | 83.97 |
| 2022-06-30 | $13k | 131 | 99.24 |
| 2022-03-31 | $24k | 199 | 120.60 |
| 2021-12-31 | $14k | 131 | 106.87 |
| 2021-09-30 | $14k | 131 | 106.87 |
| 2021-06-30 | $13k | 131 | 99.24 |
| 2021-03-31 | $12k | 131 | 91.60 |
| 2020-12-31 | $10k | 131 | 76.34 |