Annis Gardner Whiting Capital Advisors’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 | $208K | Buy |
298
+73
| +32% | +$51K | 0.07% | 211 |
|
|
2025
Q1 | $137K | Buy |
225
+13
| +6% | +$7.9K | 0.06% | 228 |
|
|
2024
Q4 | $135K | Buy |
212
+8
| +4% | +$5.09K | 0.04% | 241 |
|
|
2024
Q3 | $129K | Buy |
204
+3
| +1% | +$1.9K | 0.04% | 258 |
|
|
2024
Q2 | $102K | Sell |
201
-12
| -6% | -$6.07K | 0.03% | 305 |
|
|
2024
Q1 | $118K | Hold |
213
| – | – | 0.04% | 261 |
|
|
2023
Q4 | $98.1K | Sell |
213
-648
| -75% | -$299K | 0.04% | 224 |
|
|
2023
Q3 | $335K | Buy |
+861
| New | +$335K | 0.18% | 101 |
|