CWM
Congress Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
163,185
+529
| +0.3% | +$42.2K | 0.13% | 190 |
|
|
2025
Q1 | $14M | Buy |
162,656
+14,941
| +10% | +$1.28M | 0.17% | 155 |
|
|
2024
Q4 | $11.5M | Buy |
147,715
+8,505
| +6% | +$664K | 0.16% | 179 |
|
|
2024
Q3 | $10M | Buy |
139,210
+5,230
| +4% | +$377K | 0.13% | 210 |
|
|
2024
Q2 | $9.22M | Buy |
133,980
+9,699
| +8% | +$668K | 0.15% | 184 |
|
|
2024
Q1 | $9.02M | Buy |
124,281
+10,061
| +9% | +$730K | 0.16% | 176 |
|
|
2023
Q4 | $6.99M | Buy |
114,220
+81,215
| +246% | +$4.97M | 0.13% | 189 |
|
|
2023
Q3 | $1.89M | Buy |
33,005
+2,480
| +8% | +$142K | 0.04% | 311 |
|
|
2023
Q2 | $1.81M | Buy |
30,525
+1,012
| +3% | +$60.1K | 0.04% | 278 |
|
|
2023
Q1 | $1.85M | Buy |
29,513
+2,389
| +9% | +$150K | 0.04% | 274 |
|
|
2022
Q4 | $1.7M | Buy |
27,124
+2,804
| +12% | +$176K | 0.04% | 280 |
|
|
2022
Q3 | $1.21M | Buy |
24,320
+4,838
| +25% | +$241K | 0.03% | 318 |
|
|
2022
Q2 | $1.15M | Buy |
19,482
+1,230
| +7% | +$72.4K | 0.03% | 320 |
|
|
2022
Q1 | $967K | Buy |
+18,252
| New | +$967K | 0.02% | 356 |
|