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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.77M | Buy |
130,471
+40,306
| +45% | +$2.83M | 0.02% | 599 |
|
|
2025
Q4 | $6.23M | Buy |
90,165
+18,180
| +25% | +$1.23M | 0.02% | 696 |
|
|
2025
Q3 | $4.78M | Buy |
71,985
+42,601
| +145% | +$2.93M | 0.01% | 736 |
|
|
2025
Q2 | $2.06M | Buy |
29,384
+12,302
| +72% | +$847K | 0.01% | 935 |
|
|
2025
Q1 | $1.22M | Buy |
17,082
+1,032
| +6% | +$78.1K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $1.21M | Buy |
16,050
+8,247
| +106% | +$637K | 0.01% | 985 |
|
|
2024
Q3 | $562K | Buy |
7,803
+1,766
| +29% | +$123K | ﹤0.01% | 1274 |
|
|
2024
Q2 | $369K | Sell |
6,037
-459
| -7% | -$28.3K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $427K | Buy |
6,496
+1,641
| +34% | +$105K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $329K | Buy |
4,855
+84
| +2% | +$4.91K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $260K | Sell |
4,771
-17
| -0.4% | -$987 | ﹤0.01% | 1207 |
|
|
2023
Q2 | $270K | Buy |
4,788
+507
| +12% | +$30.3K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $263K | Buy |
4,281
+233
| +6% | +$16.6K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $294K | Hold |
4,048
| – | – | ﹤0.01% | 960 |
|
|
2022
Q3 | $270K | Hold |
4,048
| – | – | ﹤0.01% | 946 |
|
|
2022
Q2 | $276K | Buy |
4,048
+27
| +0.7% | +$1.85K | ﹤0.01% | 920 |
|
|
2022
Q1 | $279K | Buy |
+4,021
| New | +$296K | ﹤0.01% | 911 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3190 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1959 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1719 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1565 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1307 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1382 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1118 |
|
|
2017
Q1 | $1K | Buy |
+9
| New | +$653 | ﹤0.01% | 1085 |
|
Other funds holding PB
VPM
VCM
