Geneos Wealth Management’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 | $46K | Sell |
576
-836
| -59% | -$66.8K | ﹤0.01% | 1616 |
|
|
2025
Q1 | $121K | Buy |
1,412
+1,122
| +387% | +$96.5K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $22.6K | Hold |
290
| – | – | ﹤0.01% | 1673 |
|
|
2024
Q3 | $20.9K | Buy |
+290
| New | +$20.9K | ﹤0.01% | 1546 |
|
|
2021
Q3 | – | Sell |
-63
| Closed | -$3K | – | 2889 |
|
|
2021
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 2589 |
|
|
2021
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2916 |
|
|
2020
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 2715 |
|
|
2020
Q3 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 2435 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$9K | – | 2081 |
|
|
2016
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 1401 |
|
|
2016
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1329 |
|
|
2016
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 1309 |
|