Arete Wealth 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
Q1 | – | Sell |
-2,150
| Closed | -$1.37M | – | 791 |
|
|
2024
Q4 | $1.37M | Buy |
2,150
+214
| +11% | +$136K | 0.1% | 203 |
|
|
2024
Q3 | $1.21M | Buy |
1,936
+23
| +1% | +$14.4K | 0.1% | 194 |
|
|
2024
Q2 | $965K | Buy |
+1,913
| New | +$965K | 0.08% | 241 |
|
|
2024
Q1 | – | Sell |
-897
| Closed | -$413K | – | 635 |
|
|
2023
Q4 | $413K | Sell |
897
-58
| -6% | -$26.7K | 0.03% | 456 |
|
|
2023
Q3 | $372K | Buy |
+955
| New | +$372K | 0.06% | 297 |
|
|
2020
Q4 | – | Sell |
-1,392
| Closed | -$289K | – | 438 |
|
|
2020
Q3 | $289K | Sell |
1,392
-935
| -40% | -$194K | 0.04% | 297 |
|
|
2020
Q2 | $426K | Buy |
2,327
+115
| +5% | +$21.1K | 0.07% | 240 |
|
|
2020
Q1 | $287K | Sell |
2,212
-113
| -5% | -$14.7K | 0.06% | 248 |
|
|
2019
Q4 | $479K | Buy |
2,325
+8
| +0.3% | +$1.65K | 0.08% | 237 |
|
|
2019
Q3 | $418K | Buy |
2,317
+46
| +2% | +$8.3K | 0.08% | 241 |
|
|
2019
Q2 | $386K | Hold |
2,271
| – | – | 0.07% | 260 |
|
|
2019
Q1 | $390K | Buy |
+2,271
| New | +$390K | 0.08% | 250 |
|