Corient Private Wealth’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 | $1.63M | Buy |
20,394
+762
| +4% | +$60.8K | ﹤0.01% | 1192 |
|
2025
Q1 | $1.69M | Buy |
19,632
+4,469
| +29% | +$384K | ﹤0.01% | 1033 |
|
2024
Q4 | $1.18M | Buy |
15,163
+11,650
| +332% | +$910K | ﹤0.01% | 1241 |
|
2024
Q3 | $253K | Sell |
3,513
-113
| -3% | -$8.15K | ﹤0.01% | 2074 |
|
2024
Q2 | $250K | Buy |
3,626
+110
| +3% | +$7.57K | ﹤0.01% | 2004 |
|
2024
Q1 | $255K | Buy |
3,516
+59
| +2% | +$4.28K | ﹤0.01% | 1977 |
|
2023
Q4 | $212K | Sell |
3,457
-424
| -11% | -$26K | ﹤0.01% | 2045 |
|
2023
Q3 | $222K | Buy |
3,881
+138
| +4% | +$7.89K | ﹤0.01% | 1866 |
|
2023
Q2 | $222K | Buy |
+3,743
| New | +$222K | ﹤0.01% | 1816 |
|