AO
Advisor OS’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,791
| Closed | -$1.4M | – | 400 |
|
|
2023
Q4 | $1.4M | Hold |
22,791
| – | – | 0.18% | 97 |
|
|
2023
Q3 | $1.3M | Hold |
22,791
| – | – | 0.2% | 93 |
|
|
2023
Q2 | $1.35M | Hold |
22,791
| – | – | 0.22% | 84 |
|
|
2023
Q1 | $1.43M | Hold |
22,791
| – | – | 0.34% | 72 |
|
|
2022
Q4 | $1.43M | Hold |
22,791
| – | – | 0.38% | 65 |
|
|
2022
Q3 | $1.14M | Hold |
22,791
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $1.34M | Hold |
22,791
| – | – | 0.39% | 52 |
|
|
2022
Q1 | $1.21M | Buy |
22,791
+10,676
| +88% | +$565K | 0.35% | 66 |
|
|
2021
Q4 | $735K | Buy |
12,115
+7,915
| +188% | +$480K | 0.15% | 132 |
|
|
2021
Q3 | $236K | Hold |
4,200
| – | – | 0.05% | 210 |
|
|
2021
Q2 | $219K | Buy |
+4,200
| New | +$219K | 0.05% | 213 |
|