Lido 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 | $279K | Buy |
3,488
+649
| +23% | +$51.8K | ﹤0.01% | 1236 |
|
2025
Q1 | $244K | Sell |
2,839
-58
| -2% | -$4.99K | ﹤0.01% | 1199 |
|
2024
Q4 | $226K | Buy |
+2,897
| New | +$226K | ﹤0.01% | 1217 |
|
2024
Q3 | – | Sell |
-4,057
| Closed | -$279K | – | 1312 |
|
2024
Q2 | $279K | Sell |
4,057
-338
| -8% | -$23.3K | ﹤0.01% | 1039 |
|
2024
Q1 | $319K | Buy |
4,395
+154
| +4% | +$11.2K | ﹤0.01% | 962 |
|
2023
Q4 | $260K | Buy |
+4,241
| New | +$260K | ﹤0.01% | 991 |
|
2022
Q2 | – | Sell |
-6,451
| Closed | -$341K | – | 913 |
|
2022
Q1 | $341K | Buy |
+6,451
| New | +$341K | ﹤0.01% | 674 |
|
2020
Q2 | – | Sell |
-5,650
| Closed | -$207K | – | 570 |
|
2020
Q1 | $207K | Buy |
+5,650
| New | +$207K | 0.01% | 452 |
|