TWD
PRO

True Wealth Design’s PROS Holdings PRO Stock Holding History

True Wealth Design’s Portfolio PRO Stock Details PRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-143
Closed -$3.28K – 2768
2025
Q3 		$3.28K Buy
143
+96
+204% +$1.56K ﹤0.01% 1269
2025
Q2 		$737 Sell
47
-264
-85% -$4.49K ﹤0.01% 1591
2025
Q1 		$5.92K Buy
311
+233
+299% +$5.44K ﹤0.01% 630
2024
Q4 		$1.71K Buy
78
+4
+5% +$86 ﹤0.01% 782
2024
Q3 		$1.37K Buy
+74
New +$1.56K ﹤0.01% 891

Other funds holding PRO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

True Wealth Design's PRO Position: Q4 2025 in Review

True Wealth Design sold out of PROS Holdings (PRO) in Q4 2025, closing a stake of 143 shares — an estimated $3.28K sold.

True Wealth Design first reported a position in PRO in Q3 2024 and held it in 5 quarters. The position peaked at $5.92K in Q1 2025. 1 fund tracked by Wall St. Rank holds PRO as of Q4 2025.

  • True Wealth Design reported no remaining PROS Holdings position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 143 PROS Holdings shares in Q4 2025, an estimated $3.28K.
  • True Wealth Design first reported a position in PROS Holdings in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's PROS Holdings position peaked at $5.92K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held PROS Holdings as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.