American Trust’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 | $3.02M | Sell |
4,317
-29
| -0.7% | -$20.3K | 0.28% | 61 |
|
|
2025
Q1 | $2.64M | Buy |
4,346
+3,815
| +718% | +$2.32M | 0.65% | 45 |
|
|
2024
Q4 | $338K | Hold |
531
| – | – | 0.03% | 212 |
|
|
2024
Q3 | $335K | Buy |
531
+2
| +0.4% | +$1.26K | 0.03% | 171 |
|
|
2024
Q2 | $268K | Sell |
529
-120
| -18% | -$60.7K | 0.02% | 188 |
|
|
2024
Q1 | $361K | Buy |
649
+20
| +3% | +$11.1K | 0.03% | 174 |
|
|
2023
Q4 | $290K | Buy |
629
+105
| +20% | +$48.4K | 0.02% | 213 |
|
|
2023
Q3 | $204K | Sell |
524
-450
| -46% | -$175K | 0.02% | 266 |
|
|
2023
Q2 | $380K | Sell |
974
-20
| -2% | -$7.8K | 0.03% | 252 |
|
|
2023
Q1 | $334K | Buy |
+994
| New | +$334K | 0.02% | 285 |
|