Sequoia Financial 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 | $640K | Buy |
8,012
+93
| +1% | +$7.43K | ﹤0.01% | 878 |
|
|
2025
Q1 | $681K | Sell |
7,919
-759
| -9% | -$65.3K | 0.01% | 742 |
|
|
2024
Q4 | $678K | Sell |
8,678
-1,146
| -12% | -$89.5K | 0.01% | 702 |
|
|
2024
Q3 | $708K | Buy |
9,824
+1,120
| +13% | +$80.8K | 0.01% | 641 |
|
|
2024
Q2 | $599K | Buy |
8,704
+9
| +0.1% | +$620 | 0.01% | 626 |
|
|
2024
Q1 | $631K | Sell |
8,695
-240
| -3% | -$17.4K | 0.01% | 609 |
|
|
2023
Q4 | $547K | Sell |
8,935
-1,133
| -11% | -$69.4K | 0.01% | 701 |
|
|
2023
Q3 | $576K | Buy |
10,068
+179
| +2% | +$10.2K | 0.01% | 472 |
|
|
2023
Q2 | $588K | Sell |
9,889
-115
| -1% | -$6.83K | 0.01% | 478 |
|
|
2023
Q1 | $627K | Buy |
10,004
+1,101
| +12% | +$69K | 0.01% | 411 |
|
|
2022
Q4 | $557K | Buy |
+8,903
| New | +$557K | 0.01% | 403 |
|