Bergan Kdv Wealth Management, LLC Prudential Financial Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Prudential Financial Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,213 shares of PRU stock, worth $260,093. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,213

Previous 2,230 0.76%

Holding current value

$260,093

Previous $184,000 5.98%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$78.04 - $88.22 $1,326 - $1,499	-17 Reduced 0.76%	2,213 $195,000
Q1 2023 Apr 27, 2023	BUY	$77.23 - $104.94 $154 - $209	2 Added 0.09%	2,230 $184,000
Q4 2022 Jan 31, 2023	SELL	$89.19 - $110.21 $162,414 - $200,692	-1,821 Reduced 44.97%	2,228 $221,000
Q3 2022 Oct 24, 2022	SELL	$21.01 - $99.99 $588 - $2,799	-28 Reduced 0.69%	4,049 $347,000
Q2 2022 Jul 13, 2022	BUY	$91.33 - $121.06 $132,976 - $176,263	1,456 Added 55.55%	4,077 $390,000

Q1 2022 May 09, 2022	SELL	$102.05 - $121.38 $89,395 - $106,328	-876 Reduced 25.05%	2,621 $310,000
Q4 2021 Jan 28, 2022	SELL	$100.05 - $114.0 $6,803 - $7,752	-68 Reduced 1.91%	3,497 $379,000
Q3 2021 Nov 12, 2021	BUY	$95.71 - $108.01 $191 - $216	2 Added 0.06%	3,565 $375,000
Q2 2021 Aug 10, 2021	BUY	$92.71 - $108.51 $92 - $108	1 Added 0.03%	3,563 $365,000
Q1 2021 May 11, 2021	BUY	$76.4 - $93.87 $152 - $187	2 Added 0.06%	3,562 $324,000
Q4 2020 Feb 04, 2021	BUY	$61.67 - $81.29 $1,171 - $1,544	19 Added 0.54%	3,560 $278,000
Q3 2020 Nov 05, 2020	BUY	$58.03 - $70.74 $73,524 - $89,627	1,267 Added 55.72%	3,541 $225,000
Q2 2020 Aug 13, 2020	BUY	$46.09 - $74.73 $4,148 - $6,725	90 Added 4.12%	2,274 $139,000
Q1 2020 Apr 24, 2020	BUY	$39.22 - $97.1 $18,982 - $46,996	484 Added 28.47%	2,184 $114,000
Q4 2019 Feb 10, 2020	BUY	$84.95 - $95.27 $1,359 - $1,524	16 Added 0.95%	1,700 $159,000
Q3 2019 Nov 08, 2019	BUY	$78.29 - $103.27 $43,137 - $56,901	551 Added 48.63%	1,684 $152,000
Q4 2018 Feb 01, 2019	SELL	$76.83 - $105.99 $11,601 - $16,004	-151 Reduced 11.76%	1,133 $92,000
Q3 2018 Nov 09, 2018	BUY	$93.99 - $104.68 $75,285 - $83,848	801 Added 165.84%	1,284 $130,000
Q2 2018 Jul 23, 2018	BUY	$93.22 - $107.62 $45,025 - $51,980	483 New	483 $45,000

Others Institutions Holding PRU

# of Institutions

1,392

Shares Held

201M

Call Options Held

3.94M

Put Options Held

5.07M

View Full List

About PRUDENTIAL FINANCIAL INC

Ticker PRU
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 372,000,000
Market Cap $43.7B
Description
Prudential Financial, Inc., together with its subsidiaries, provides insurance, investment management, and other financial products and services in the United States and internationally. It operates through eight segments: PGIM, Retirement, Group Insurance, Individual Annuities, Individual Life, Assurance IQ, International Businesses, and Closed...

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Bergan Kdv Wealth Management, LLC Prudential Financial Inc Transaction History