AE Wealth Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.19M | Buy |
11,723
+840
| +8% | +$587K | 0.06% | 286 |
|
|
2025
Q1 | $6.61M | Sell |
10,883
-207
| -2% | -$126K | 0.06% | 295 |
|
|
2024
Q4 | $7.05M | Buy |
11,090
+209
| +2% | +$133K | 0.06% | 280 |
|
|
2024
Q3 | $6.87M | Buy |
10,881
+7,994
| +277% | +$5.05M | 0.06% | 283 |
|
|
2024
Q2 | $1.46M | Sell |
2,887
-3,598
| -55% | -$1.82M | 0.01% | 604 |
|
|
2024
Q1 | $3.6M | Sell |
6,485
-12,146
| -65% | -$6.75M | 0.04% | 366 |
|
|
2023
Q4 | $8.79M | Buy |
18,631
+10,188
| +121% | +$4.8M | 0.04% | 426 |
|
|
2023
Q3 | $3.29M | Sell |
8,443
-2,086
| -20% | -$813K | 0.02% | 676 |
|
|
2023
Q2 | $4.11M | Sell |
10,529
-347
| -3% | -$135K | 0.02% | 600 |
|
|
2023
Q1 | $3.66M | Hold |
10,876
| – | – | 0.02% | 596 |
|
|
2022
Q4 | $3.17M | Buy |
10,876
+2,273
| +26% | +$661K | 0.02% | 600 |
|
|
2022
Q3 | $2.09M | Sell |
8,603
-2,228
| -21% | -$540K | 0.02% | 686 |
|
|
2022
Q2 | $2.67M | Sell |
10,831
-55
| -0.5% | -$13.5K | 0.02% | 574 |
|
|
2022
Q1 | $3.09M | Buy |
10,886
+1,472
| +16% | +$418K | 0.02% | 580 |
|
|
2021
Q4 | $3M | Sell |
9,414
-250
| -3% | -$79.5K | 0.02% | 565 |
|
|
2021
Q3 | $2.7M | Sell |
9,664
-4,496
| -32% | -$1.26M | 0.02% | 545 |
|
|
2021
Q2 | $4.35M | Buy |
14,160
+1,142
| +9% | +$351K | 0.04% | 408 |
|
|
2021
Q1 | $4.11M | Sell |
13,018
-1,604
| -11% | -$506K | 0.04% | 359 |
|
|
2020
Q4 | $3.98M | Buy |
14,622
+3,859
| +36% | +$1.05M | 0.05% | 310 |
|
|
2020
Q3 | $2.18M | Sell |
10,763
-780
| -7% | -$158K | 0.03% | 399 |
|
|
2020
Q2 | $2.12M | Buy |
11,543
+3,928
| +52% | +$720K | 0.03% | 391 |
|
|
2020
Q1 | $988K | Sell |
7,615
-1,013
| -12% | -$131K | 0.02% | 488 |
|
|
2019
Q4 | $1.78M | Buy |
8,628
+467
| +6% | +$96.1K | 0.04% | 370 |
|
|
2019
Q3 | $1.47M | Sell |
8,161
-301
| -4% | -$54.4K | 0.04% | 342 |
|
|
2019
Q2 | $1.44M | Buy |
+8,462
| New | +$1.44M | 0.04% | 311 |
|