AA
Apriem Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $913K | Hold |
1,307
| – | – | 0.1% | 90 |
|
|
2025
Q1 | $794K | Buy |
1,307
+57
| +5% | +$34.6K | 0.09% | 87 |
|
|
2024
Q4 | $795K | Sell |
1,250
-117
| -9% | -$74.4K | 0.09% | 84 |
|
|
2024
Q3 | $864K | Hold |
1,367
| – | – | 0.1% | 79 |
|
|
2024
Q2 | $691K | Buy |
1,367
+10
| +0.7% | +$5.06K | 0.08% | 88 |
|
|
2024
Q1 | $754K | Hold |
1,357
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $625K | Buy |
1,357
+100
| +8% | +$46.1K | 0.08% | 86 |
|
|
2023
Q3 | $490K | Sell |
1,257
-12
| -0.9% | -$4.67K | 0.07% | 91 |
|
|
2023
Q2 | $495K | Buy |
1,269
+12
| +1% | +$4.68K | 0.07% | 95 |
|
|
2023
Q1 | $422K | Hold |
1,257
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $366K | Sell |
1,257
-159
| -11% | -$46.3K | 0.06% | 108 |
|
|
2022
Q3 | $343K | Hold |
1,416
| – | – | 0.06% | 105 |
|
|
2022
Q2 | $348K | Hold |
1,416
| – | – | 0.06% | 106 |
|
|
2022
Q1 | $402K | Hold |
1,416
| – | – | 0.06% | 107 |
|
|
2021
Q4 | $450K | Buy |
1,416
+7
| +0.5% | +$2.23K | 0.06% | 102 |
|
|
2021
Q3 | $394K | Hold |
1,409
| – | – | 0.06% | 104 |
|
|
2021
Q2 | $433K | Hold |
1,409
| – | – | 0.06% | 98 |
|
|
2021
Q1 | $444K | Sell |
1,409
-37
| -3% | -$11.7K | 0.07% | 90 |
|
|
2020
Q4 | $394K | Buy |
1,446
+250
| +21% | +$68.1K | 0.07% | 91 |
|
|
2020
Q3 | $242K | Hold |
1,196
| – | – | 0.04% | 109 |
|
|
2020
Q2 | $219K | Buy |
+1,196
| New | +$219K | 0.05% | 112 |
|
|
2020
Q1 | – | Sell |
-1,196
| Closed | -$246K | – | 130 |
|
|
2019
Q4 | $246K | Hold |
1,196
| – | – | 0.05% | 117 |
|
|
2019
Q3 | $216K | Sell |
1,196
-377
| -24% | -$68.1K | 0.05% | 116 |
|
|
2019
Q2 | $267K | Buy |
+1,573
| New | +$267K | 0.08% | 110 |
|
|
2018
Q3 | – | Sell |
-86
| Closed | -$13K | – | 311 |
|
|
2018
Q2 | $13K | Buy |
+86
| New | +$13K | ﹤0.01% | 390 |
|
|
2017
Q2 | – | Sell |
-29
| Closed | -$5K | – | 432 |
|
|
2017
Q1 | $5K | Hold |
29
| – | – | ﹤0.01% | 487 |
|
|
2016
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 539 |
|
|
2016
Q2 | – | Sell |
-92
| Closed | -$10K | – | 630 |
|
|
2016
Q1 | $10K | Buy |
+92
| New | +$10K | ﹤0.01% | 382 |
|