Steward Partners Investment Advisory’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 | $391K | Buy |
4,898
+4,654
| +1,907% | +$372K | ﹤0.01% | 1414 |
|
2025
Q1 | $21K | Buy |
244
+68
| +39% | +$5.85K | ﹤0.01% | 2787 |
|
2024
Q4 | $13.7K | Hold |
176
| – | – | ﹤0.01% | 2957 |
|
2024
Q3 | $12.7K | Hold |
176
| – | – | ﹤0.01% | 2859 |
|
2024
Q2 | $12.1K | Hold |
176
| – | – | ﹤0.01% | 2740 |
|
2024
Q1 | $12.8K | Sell |
176
-65
| -27% | -$4.72K | ﹤0.01% | 2718 |
|
2023
Q4 | $14.8K | Buy |
241
+176
| +271% | +$10.8K | ﹤0.01% | 2537 |
|
2023
Q3 | $3.72K | Hold |
65
| – | – | ﹤0.01% | 2920 |
|
2023
Q2 | $3.86K | Hold |
65
| – | – | ﹤0.01% | 2874 |
|
2023
Q1 | $4.07K | Sell |
65
-19
| -23% | -$1.19K | ﹤0.01% | 2843 |
|
2022
Q4 | $5.26K | Buy |
84
+19
| +29% | +$1.19K | ﹤0.01% | 2758 |
|
2022
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 2959 |
|
2022
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 2858 |
|
2022
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 3031 |
|
2021
Q4 | $4K | Hold |
65
| – | – | ﹤0.01% | 2898 |
|
2021
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2878 |
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 6786 |
|
2021
Q1 | $2.87K | Hold |
65
| – | – | ﹤0.01% | 3151 |
|
2020
Q4 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2722 |
|
2018
Q4 | – | Sell |
-148
| Closed | -$6K | – | 1729 |
|
2018
Q3 | $6K | Buy |
+148
| New | +$6K | ﹤0.01% | 2068 |
|
2018
Q2 | – | Sell |
-46
| Closed | -$1K | – | 2519 |
|
2018
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 2152 |
|
2017
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 1712 |
|
2017
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 1511 |
|
2017
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 1436 |
|
2017
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1322 |
|