Carson Wealth (CWM LLC)’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
29,384
+12,302
| +72% | +$864K | 0.01% | 935 |
|
|
2025
Q1 | $1.22M | Buy |
17,082
+1,032
| +6% | +$73.6K | ﹤0.01% | 1037 |
|
|
2024
Q4 | $1.21M | Buy |
16,050
+8,247
| +106% | +$621K | 0.01% | 984 |
|
|
2024
Q3 | $562K | Buy |
7,803
+1,766
| +29% | +$127K | ﹤0.01% | 1273 |
|
|
2024
Q2 | $369K | Sell |
6,037
-459
| -7% | -$28.1K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $427K | Buy |
6,496
+1,641
| +34% | +$108K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $329K | Buy |
4,855
+84
| +2% | +$5.69K | ﹤0.01% | 1216 |
|
|
2023
Q3 | $260K | Sell |
4,771
-17
| -0.4% | -$926 | ﹤0.01% | 1206 |
|
|
2023
Q2 | $270K | Buy |
4,788
+507
| +12% | +$28.6K | ﹤0.01% | 1150 |
|
|
2023
Q1 | $263K | Buy |
4,281
+233
| +6% | +$14.3K | ﹤0.01% | 1096 |
|
|
2022
Q4 | $294K | Hold |
4,048
| – | – | ﹤0.01% | 958 |
|
|
2022
Q3 | $270K | Hold |
4,048
| – | – | ﹤0.01% | 944 |
|
|
2022
Q2 | $276K | Buy |
4,048
+27
| +0.7% | +$1.84K | ﹤0.01% | 918 |
|
|
2022
Q1 | $279K | Buy |
+4,021
| New | +$279K | ﹤0.01% | 909 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3152 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1953 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1715 |
|
|
2018
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 1306 |
|
|
2017
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1399 |
|
|
2017
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 1117 |
|
|
2017
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1084 |
|