Allworth Financial’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95K | Buy |
87
+14
| +19% | +$1.12K | ﹤0.01% | 3075 |
|
|
2025
Q1 | $5.81K | Buy |
73
+34
| +87% | +$2.7K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $3.02K | Sell |
39
-8
| -17% | -$619 | ﹤0.01% | 2982 |
|
|
2024
Q3 | $3.39K | Sell |
47
-20
| -30% | -$1.44K | ﹤0.01% | 2736 |
|
|
2024
Q2 | $4.77K | Buy |
67
+20
| +43% | +$1.43K | ﹤0.01% | 2546 |
|
|
2024
Q1 | $3.41K | Hold |
47
| – | – | ﹤0.01% | 2573 |
|
|
2023
Q4 | $2.88K | Buy |
47
+14
| +42% | +$857 | ﹤0.01% | 2514 |
|
|
2023
Q3 | $1.89K | Buy |
+33
| New | +$1.89K | ﹤0.01% | 2567 |
|
|
2022
Q4 | – | Sell |
-28
| Closed | -$1K | – | 3142 |
|
|
2022
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2453 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | – | – | 2692 |
|
|
2022
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2307 |
|
|
2020
Q2 | – | Sell |
-9
| Closed | – | – | 1325 |
|
|
2020
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1308 |
|
|
2019
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 1095 |
|
|
2019
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1017 |
|
|
2019
Q1 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1016 |
|
|
2018
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1000 |
|
|
2018
Q1 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 772 |
|