Prestige Wealth Management Group’s Prestige Consumer Healthcare PBH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72K	Buy	29 +6	+26%	+$389	﹤0.01%	770
2025 Q4	$1.42K	Hold	23	–	–	﹤0.01%	823
2025 Q3	$1.44K	Hold	23	–	–	﹤0.01%	803
2025 Q2	$1.84K	Hold	23	–	–	﹤0.01%	753
2025 Q1	$1.98K	Hold	23	–	–	﹤0.01%	741
2024 Q4	$1.8K	Hold	23	–	–	﹤0.01%	800
2024 Q3	$1.66K	Hold	23	–	–	﹤0.01%	810
2024 Q2	$1.58K	Hold	23	–	–	﹤0.01%	767
2024 Q1	$1.67K	Hold	23	–	–	﹤0.01%	783
2023 Q4	$1.41K	Hold	23	–	–	﹤0.01%	820
2023 Q3	$1.32K	Hold	23	–	–	﹤0.01%	828
2023 Q2	$1.37K	Hold	23	–	–	﹤0.01%	848
2023 Q1	$1.44K	Hold	23	–	–	﹤0.01%	815
2022 Q4	$1.44K	Hold	23	–	–	﹤0.01%	900
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	894
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	902
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	911
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	931
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	922
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	912
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	900
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	877
2020 Q3	$1K	Hold	23	–	–	﹤0.01%	819
2020 Q2	$1K	Sell	23 -2	-8%	-$80	﹤0.01%	821
2020 Q1	$1K	Buy	+25	New	+$971	﹤0.01%	813
2019 Q1	–	Sell	-25	Closed	-$1K	–	951
2018 Q4	$1K	Buy	+25	New	+$912	﹤0.01%	1094