Wealth Plan Partners, LLC Prudential Financial Inc Transaction History

Wealth Plan Partners, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$78.04 - $88.22 $60,012 - $67,841	-769 Reduced 61.57%	480 $42.3 Million
Q1 2023 May 10, 2023	SELL	$77.23 - $104.94 $58,463 - $79,439	-757 Reduced 37.74%	1,249 $103 Million
Q4 2022 Feb 16, 2023	SELL	$89.19 - $110.21 $47,805 - $59,072	-536 Reduced 21.09%	2,006 $207 Million
Q1 2022 May 03, 2022	SELL	$102.05 - $121.38 $35,615 - $42,361	-349 Reduced 12.07%	2,542 $276,000
Q3 2021 Dec 09, 2021	BUY	$95.71 - $108.01 $4,211 - $4,752	44 Added 1.55%	2,891 $304,000
Q2 2021 Aug 19, 2021	BUY	$92.71 - $108.51 $12,237 - $14,323	132 Added 4.86%	2,847 $306,000
Q1 2021 May 11, 2021	BUY	$76.4 - $93.87 $1,680 - $2,065	22 Added 0.82%	2,715 $276,000
Q4 2020 Feb 09, 2021	BUY	$61.67 - $81.29 $166,077 - $218,913	2,693 New	2,693 $223,000
Q3 2020 Dec 18, 2020	SELL	$58.03 - $70.74 $181,517 - $221,274	-3,128 Closed	0 $0
Q2 2020 Aug 19, 2020	BUY	$46.09 - $74.73 $144,169 - $233,755	3,128 New	3,128 $218,000
Q2 2019 Aug 19, 2019	SELL	$92.38 - $105.71 $197,693 - $226,219	-2,140 Closed	0 $0
Q1 2019 May 16, 2019	BUY	$81.27 - $97.25 $173,917 - $208,115	2,140 New	2,140 $210,000

1,450

206M

3.7M

4.43M

Ticker PRU
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 372,000,000
Market Cap $46.6B
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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