IFP Advisors’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 | $10.5K | Buy |
73
+63
| +630% | +$9.03K | ﹤0.01% | 2889 |
|
|
2025
Q1 | $1.55K | Buy |
+10
| New | +$1.55K | ﹤0.01% | 3226 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3556 |
|
|
2024
Q3 | – | Sell |
-11
| Closed | -$757 | – | 3413 |
|
|
2024
Q2 | $757 | Hold |
11
| – | – | ﹤0.01% | 3031 |
|
|
2024
Q1 | $798 | Buy |
+11
| New | +$798 | ﹤0.01% | 2898 |
|
|
2023
Q1 | – | Sell |
-235
| Closed | -$12K | – | 4143 |
|
|
2022
Q4 | $12K | Sell |
235
-4
| -2% | -$204 | ﹤0.01% | 3279 |
|
|
2022
Q3 | $24K | Buy |
239
+11
| +5% | +$1.11K | ﹤0.01% | 2931 |
|
|
2022
Q2 | $23K | Hold |
228
| – | – | ﹤0.01% | 2729 |
|
|
2022
Q1 | $23K | Buy |
+228
| New | +$23K | ﹤0.01% | 2729 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4216 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3985 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3889 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3729 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3600 |
|
|
2020
Q2 | – | Sell |
-173
| Closed | -$6K | – | 3433 |
|
|
2020
Q1 | $6K | Buy |
+173
| New | +$6K | ﹤0.01% | 1977 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3386 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3479 |
|
|
2019
Q1 | – | Sell |
-1,606
| Closed | -$49K | – | 3089 |
|
|
2018
Q4 | $49K | Sell |
1,606
-54
| -3% | -$1.65K | ﹤0.01% | 1617 |
|
|
2018
Q3 | $63K | Hold |
1,660
| – | – | ﹤0.01% | 1757 |
|
|
2018
Q2 | $64K | Buy |
1,660
+708
| +74% | +$27.3K | ﹤0.01% | 1750 |
|
|
2018
Q1 | $42K | Hold |
952
| – | – | ﹤0.01% | 1921 |
|
|
2017
Q4 | $42K | Buy |
952
+67
| +8% | +$2.96K | ﹤0.01% | 1917 |
|
|
2017
Q3 | $44K | Sell |
885
-31
| -3% | -$1.54K | ﹤0.01% | 2051 |
|
|
2017
Q2 | $48K | Buy |
916
+84
| +10% | +$4.4K | ﹤0.01% | 1981 |
|
|
2017
Q1 | $46K | Sell |
832
-14
| -2% | -$774 | ﹤0.01% | 1967 |
|
|
2016
Q4 | $44K | Hold |
846
| – | – | ﹤0.01% | 1955 |
|
|
2016
Q3 | $41K | Sell |
846
-408
| -33% | -$19.8K | ﹤0.01% | 1933 |
|
|
2016
Q2 | $69K | Buy |
+1,254
| New | +$69K | ﹤0.01% | 1560 |
|
|
2016
Q1 | – | Sell |
-739
| Closed | -$38K | – | 3106 |
|
|
2015
Q4 | $38K | Buy |
+739
| New | +$38K | ﹤0.01% | 1770 |
|