JFS Wealth 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 | $3.51K | Sell |
44
-5
| -10% | -$399 | ﹤0.01% | 1212 |
|
|
2025
Q1 | $4.21K | Buy |
49
+5
| +11% | +$430 | ﹤0.01% | 1181 |
|
|
2024
Q4 | $3.44K | Hold |
44
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q3 | $3.17K | Buy |
44
+2
| +5% | +$144 | ﹤0.01% | 1291 |
|
|
2024
Q2 | $2.89K | Hold |
42
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q1 | $3.05K | Hold |
42
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q4 | $2.57K | Sell |
42
-9
| -18% | -$551 | ﹤0.01% | 1323 |
|
|
2023
Q3 | $2.92K | Hold |
51
| – | – | ﹤0.01% | 1220 |
|
|
2023
Q2 | $3.03K | Sell |
51
-4
| -7% | -$238 | ﹤0.01% | 1223 |
|
|
2023
Q1 | $3.45K | Buy |
55
+24
| +77% | +$1.5K | ﹤0.01% | 1144 |
|
|
2022
Q4 | $1.94K | Buy |
31
+7
| +29% | +$438 | ﹤0.01% | 1386 |
|
|
2022
Q3 | $1K | Sell |
24
-20
| -45% | -$833 | ﹤0.01% | 1616 |
|
|
2022
Q2 | $3K | Buy |
44
+16
| +57% | +$1.09K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $1K | Buy |
28
+9
| +47% | +$321 | ﹤0.01% | 1700 |
|
|
2021
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1499 |
|