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 |
|