Aprio 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
$713K Sell
1,020
-477
-32% -$333K 0.08% 143
2025
Q1
$910K Buy
1,497
+498
+50% +$303K 0.11% 115
2024
Q4
$636K Buy
999
+402
+67% +$256K 0.09% 119
2024
Q3
$377K Buy
597
+100
+20% +$63.2K 0.06% 156
2024
Q2
$251K Buy
497
+84
+20% +$42.5K 0.05% 199
2024
Q1
$230K Buy
+413
New +$230K 0.05% 196