Laird Norton Wetherby Wealth Management’s Prosperity Bancshares PB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $231K | Sell |
3,069
-143
| -4% | -$10.8K | 0.01% | 789 |
|
2024
Q3 | $231K | Buy |
+3,212
| New | +$231K | 0.01% | 817 |
|
2024
Q2 | – | Sell |
-3,263
| Closed | -$215K | – | 947 |
|
2024
Q1 | $215K | Sell |
3,263
-180
| -5% | -$11.8K | 0.01% | 858 |
|
2023
Q4 | $233K | Buy |
+3,443
| New | +$233K | 0.01% | 805 |
|
2022
Q1 | – | Sell |
-2,770
| Closed | -$200K | – | 940 |
|
2021
Q4 | $200K | Sell |
2,770
-117
| -4% | -$8.45K | 0.01% | 859 |
|
2021
Q3 | $205K | Sell |
2,887
-38
| -1% | -$2.7K | 0.01% | 834 |
|
2021
Q2 | $210K | Buy |
+2,925
| New | +$210K | 0.01% | 841 |
|