Bartlett & Co Wealth Management’s Prosperity Bancshares PB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137	Buy	+2	New	+$140	﹤0.01%	1246
2022 Q4	–	Sell	-1,050	Closed	-$70.6K	–	1177
2022 Q3	$70.6K	Hold	1,050	–	–	﹤0.01%	509
2022 Q2	$72.2K	Hold	1,050	–	–	﹤0.01%	516
2022 Q1	$73.4K	Buy	+1,050	New	+$77.4K	﹤0.01%	528
2021 Q4	–	Sell	-1,050	Closed	-$75.2K	–	736
2021 Q3	$75.2K	Hold	1,050	–	–	﹤0.01%	456
2021 Q2	$75.9K	Hold	1,050	–	–	﹤0.01%	449
2021 Q1	$79.1K	Hold	1,050	–	–	﹤0.01%	460
2020 Q4	$73.3K	Hold	1,050	–	–	﹤0.01%	473
2020 Q3	$54.9K	Hold	1,050	–	–	﹤0.01%	485
2020 Q2	$62.8K	Hold	1,050	–	–	﹤0.01%	454
2020 Q1	$51.1K	Hold	1,050	–	–	﹤0.01%	455
2019 Q4	$76K	Hold	1,050	–	–	﹤0.01%	451
2019 Q3	$74.6K	Hold	1,050	–	–	﹤0.01%	436
2019 Q2	$69.8K	Hold	1,050	–	–	﹤0.01%	374
2019 Q1	$72.9K	Hold	1,050	–	–	﹤0.01%	359
2018 Q4	$65.4K	Hold	1,050	–	–	﹤0.01%	365
2018 Q3	$73.2K	Hold	1,050	–	–	﹤0.01%	377
2018 Q2	$72.2K	Hold	1,050	–	–	﹤0.01%	376
2018 Q1	$76.6K	Buy	+1,050	New	+$78.7K	﹤0.01%	373