Creative Planning’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 | $1.56M | Buy |
19,491
+3,354
| +21% | +$268K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $1.39M | Buy |
16,137
+2,361
| +17% | +$203K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $1.08M | Buy |
13,776
+3,765
| +38% | +$294K | ﹤0.01% | 1593 |
|
|
2024
Q3 | $722K | Buy |
10,011
+2,460
| +33% | +$177K | ﹤0.01% | 1789 |
|
|
2024
Q2 | $520K | Sell |
7,551
-1,245
| -14% | -$85.7K | ﹤0.01% | 1903 |
|
|
2024
Q1 | $638K | Buy |
8,796
+3,089
| +54% | +$224K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $349K | Buy |
+5,707
| New | +$349K | ﹤0.01% | 1979 |
|
|
2023
Q1 | – | Sell |
-46
| Closed | -$2.88K | – | 2616 |
|
|
2022
Q4 | $2.88K | Buy |
+46
| New | +$2.88K | ﹤0.01% | 2355 |
|
|
2017
Q3 | – | Sell |
-1,108
| Closed | -$59K | – | 3078 |
|
|
2017
Q2 | $59K | Buy |
1,108
+753
| +212% | +$40.1K | ﹤0.01% | 2372 |
|
|
2017
Q1 | $20K | Sell |
355
-303
| -46% | -$17.1K | ﹤0.01% | 3103 |
|
|
2016
Q4 | $34K | Buy |
658
+148
| +29% | +$7.65K | ﹤0.01% | 2678 |
|
|
2016
Q3 | $25K | Sell |
510
-217
| -30% | -$10.6K | ﹤0.01% | 2872 |
|
|
2016
Q2 | $40K | Sell |
727
-267
| -27% | -$14.7K | ﹤0.01% | 2283 |
|
|
2016
Q1 | $53K | Buy |
+994
| New | +$53K | ﹤0.01% | 2046 |
|
|
2014
Q4 | – | Sell |
-23
| Closed | -$1K | – | 4130 |
|
|
2014
Q3 | $1K | Sell |
23
-777
| -97% | -$33.8K | ﹤0.01% | 3726 |
|
|
2014
Q2 | $27K | Hold |
800
| – | – | ﹤0.01% | 2277 |
|
|
2014
Q1 | $22K | Hold |
800
| – | – | ﹤0.01% | 2284 |
|
|
2013
Q4 | $29K | Buy |
800
+400
| +100% | +$14.5K | ﹤0.01% | 1972 |
|
|
2013
Q3 | $12K | Buy |
+400
| New | +$12K | ﹤0.01% | 2360 |
|