AO
Advisor OS’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
917
-34
| -4% | -$23.7K | 0.06% | 213 |
|
|
2025
Q1 | $578K | Buy |
951
+87
| +10% | +$52.9K | 0.07% | 211 |
|
|
2024
Q4 | $549K | Buy |
864
+19
| +2% | +$12.1K | 0.06% | 209 |
|
|
2024
Q3 | $534K | Buy |
845
+20
| +2% | +$12.6K | 0.05% | 243 |
|
|
2024
Q2 | $417K | Sell |
825
-54
| -6% | -$27.3K | 0.05% | 257 |
|
|
2024
Q1 | $488K | Buy |
879
+338
| +62% | +$188K | 0.06% | 239 |
|
|
2023
Q4 | $249K | Buy |
+541
| New | +$249K | 0.03% | 286 |
|
|
2021
Q3 | – | Sell |
-688
| Closed | -$211K | – | 228 |
|
|
2021
Q2 | $211K | Buy |
+688
| New | +$211K | 0.04% | 217 |
|
|
2021
Q1 | – | Sell |
-824
| Closed | -$224K | – | 206 |
|
|
2020
Q4 | $224K | Buy |
+824
| New | +$224K | 0.06% | 126 |
|