Prudent Man Investment Management, Inc. historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Prudent Man Investment Management, Inc. opened 24 positions, added to 24, reduced 20 and sold out of 14.
- Q4 2025: Stock WFC; Country of operation United States; Class COM; Shares before 0.
- Q4 2025: Stock PLTR; Country of operation United States; Class CL A; Shares before 0.
- Q4 2025: Stock ABT; Country of operation United States; Class COM; Shares before 0.
- Q4 2025: Stock TRV; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054263), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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