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
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Quarterly reported holdings in Prudential Financial by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |