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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.03M | Buy |
17,354
+3,662
| +27% | +$238K | ﹤0.01% | 2431 |
|
|
2025
Q4 | $845K | Sell |
13,692
-285
| -2% | -$17.4K | ﹤0.01% | 2417 |
|
|
2025
Q3 | $872K | Sell |
13,977
-5,514
| -28% | -$384K | ﹤0.01% | 2236 |
|
|
2025
Q2 | $1.56M | Buy |
19,491
+3,354
| +21% | +$281K | ﹤0.01% | 1517 |
|
|
2025
Q1 | $1.39M | Buy |
16,137
+2,361
| +17% | +$194K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $1.08M | Buy |
13,776
+3,765
| +38% | +$292K | ﹤0.01% | 1597 |
|
|
2024
Q3 | $722K | Buy |
10,011
+2,460
| +33% | +$174K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $520K | Sell |
7,551
-1,245
| -14% | -$84.3K | ﹤0.01% | 1910 |
|
|
2024
Q1 | $638K | Buy |
8,796
+3,089
| +54% | +$207K | ﹤0.01% | 1673 |
|
|
2023
Q4 | $349K | Buy |
+5,707
| New | +$339K | ﹤0.01% | 1983 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$2.88K | – | 2739 |
|
|
2022
Q4 | $2.88K | Buy |
+46
| New | +$2.64K | ﹤0.01% | 2409 |
|
|
2017
Q3 | – | Sell |
-1,108
| Closed | -$59K | – | 3163 |
|
|
2017
Q2 | $59K | Buy |
1,108
+753
| +212% | +$40.4K | ﹤0.01% | 2388 |
|
|
2017
Q1 | $20K | Sell |
355
-303
| -46% | -$16.7K | ﹤0.01% | 3134 |
|
|
2016
Q4 | $34K | Buy |
658
+148
| +29% | +$7.14K | ﹤0.01% | 2704 |
|
|
2016
Q3 | $25K | Sell |
510
-217
| -30% | -$11K | ﹤0.01% | 2900 |
|
|
2016
Q2 | $40K | Sell |
727
-267
| -27% | -$14.7K | ﹤0.01% | 2299 |
|
|
2016
Q1 | $53K | Buy |
+994
| New | +$49K | ﹤0.01% | 2058 |
|
|
2014
Q4 | – | Sell |
-23
| Closed | -$1K | – | 4296 |
|
|
2014
Q3 | $1K | Sell |
23
-777
| -97% | -$26K | ﹤0.01% | 3851 |
|
|
2014
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 2304 |
|
|
2014
Q1 | $22K | Hold |
800
| – | – | ﹤0.01% | 2306 |
|
|
2013
Q4 | $29K | Buy |
800
+400
| +100% | +$13.3K | ﹤0.01% | 1972 |
|
|
2013
Q3 | $12K | Buy |
+400
| New | +$13.1K | ﹤0.01% | 2360 |
|
Other funds holding PBH
AI
VPM
VCM
