Creative Planning’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
Q3 | $872K | Sell |
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|
2025
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $722K | Buy |
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|
2024
Q2 | $520K | Sell |
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|
2024
Q1 | $638K | Buy |
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|
2023
Q4 | $349K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.88K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $59K | Buy |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $34K | Buy |
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|
2016
Q3 | $25K | Sell |
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|
2016
Q2 | $40K | Sell |
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|
2016
Q1 | $53K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1K | Sell |
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|
2014
Q2 | $27K | Hold |
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|
2014
Q1 | $22K | Hold |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $12K | Buy |
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