J.P. Morgan Private Wealth Advisors’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,181
| Closed | -$626K | – | 1789 |
|
|
2023
Q1 | $626K | Sell |
10,181
-1,618
| -14% | -$99.5K | ﹤0.01% | 1373 |
|
|
2022
Q4 | $858K | Buy |
11,799
+1,322
| +13% | +$96.1K | ﹤0.01% | 1219 |
|
|
2022
Q3 | $699K | Sell |
10,477
-140
| -1% | -$9.34K | ﹤0.01% | 1310 |
|
|
2022
Q2 | $725K | Sell |
10,617
-600
| -5% | -$41K | ﹤0.01% | 1297 |
|
|
2022
Q1 | $778K | Sell |
11,217
-169
| -1% | -$11.7K | ﹤0.01% | 1325 |
|
|
2021
Q4 | $823K | Sell |
11,386
-805
| -7% | -$58.2K | ﹤0.01% | 1335 |
|
|
2021
Q3 | $867K | Buy |
12,191
+1,809
| +17% | +$129K | ﹤0.01% | 1283 |
|
|
2021
Q2 | $745K | Sell |
10,382
-76
| -0.7% | -$5.45K | ﹤0.01% | 1332 |
|
|
2021
Q1 | $783K | Sell |
10,458
-141
| -1% | -$10.6K | ﹤0.01% | 1144 |
|
|
2020
Q4 | $735K | Buy |
10,599
+874
| +9% | +$60.6K | ﹤0.01% | 1129 |
|
|
2020
Q3 | $504K | Buy |
9,725
+89
| +0.9% | +$4.61K | ﹤0.01% | 1147 |
|
|
2020
Q2 | $572K | Buy |
+9,636
| New | +$572K | ﹤0.01% | 1028 |
|
|
2018
Q3 | – | Sell |
-14,240
| Closed | -$974K | – | 1595 |
|
|
2018
Q2 | $974K | Buy |
14,240
+5
| +0% | +$342 | 0.01% | 784 |
|
|
2018
Q1 | $1.03M | Sell |
14,235
-67
| -0.5% | -$4.87K | 0.01% | 645 |
|
|
2017
Q4 | $1M | Buy |
14,302
+96
| +0.7% | +$6.73K | 0.01% | 654 |
|
|
2017
Q3 | $933K | Buy |
14,206
+8
| +0.1% | +$525 | 0.01% | 650 |
|
|
2017
Q2 | $912K | Sell |
14,198
-30
| -0.2% | -$1.93K | 0.01% | 647 |
|
|
2017
Q1 | $991K | Sell |
14,228
-219
| -2% | -$15.3K | 0.01% | 630 |
|
|
2016
Q4 | $1.04M | Sell |
14,447
-9
| -0.1% | -$646 | 0.01% | 593 |
|
|
2016
Q3 | $794K | Buy |
14,456
+346
| +2% | +$19K | 0.01% | 646 |
|
|
2016
Q2 | $720K | Buy |
+14,110
| New | +$720K | 0.01% | 671 |
|