Prudential Financial shares owned by WMS Partners
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.0M | 18k | 117.19 |
| 2024-03-31 | $1.1M | 9.5k | 117.40 |
| 2023-06-30 | $275k | 3.1k | 88.23 |
| 2023-03-31 | $298k | 3.6k | 82.73 |
| 2022-12-31 | $363k | 3.7k | 99.47 |
| 2022-09-30 | $313k | 3.6k | 85.80 |
| 2022-06-30 | $343k | 3.6k | 95.65 |
| 2022-03-31 | $423k | 3.6k | 118.12 |
| 2021-12-31 | $370k | 3.4k | 108.31 |
| 2021-09-30 | $464k | 4.4k | 105.19 |
| 2021-06-30 | $452k | 4.4k | 102.56 |
| 2021-03-31 | $495k | 5.4k | 91.04 |