Carson Wealth (CWM LLC)’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.78M | Buy |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $562K | Buy |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Buy |
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