Congress Wealth Management’s Prestige Consumer Healthcare PBH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13M	Buy	163,185 +529	+0.3%	+$44.2K	0.13%	190
2025 Q1	$14M	Buy	162,656 +14,941	+10%	+$1.23M	0.17%	155
2024 Q4	$11.5M	Buy	147,715 +8,505	+6%	+$660K	0.16%	179
2024 Q3	$10M	Buy	139,210 +5,230	+4%	+$370K	0.13%	210
2024 Q2	$9.22M	Buy	133,980 +9,699	+8%	+$657K	0.15%	184
2024 Q1	$9.02M	Buy	124,281 +10,061	+9%	+$673K	0.16%	176
2023 Q4	$6.99M	Buy	114,220 +81,215	+246%	+$4.82M	0.13%	189
2023 Q3	$1.89M	Buy	33,005 +2,480	+8%	+$150K	0.04%	311
2023 Q2	$1.81M	Buy	30,525 +1,012	+3%	+$60.6K	0.04%	278
2023 Q1	$1.85M	Buy	29,513 +2,389	+9%	+$149K	0.04%	274
2022 Q4	$1.7M	Buy	27,124 +2,804	+12%	+$161K	0.04%	280
2022 Q3	$1.21M	Buy	24,320 +4,838	+25%	+$268K	0.03%	318
2022 Q2	$1.15M	Buy	19,482 +1,230	+7%	+$67.8K	0.03%	320
2022 Q1	$967K	Buy	+18,252	New	+$1.05M	0.02%	356