Arkadios Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Sell |
1,159
-27
| -2% | -$18.9K | 0.02% | 639 |
|
|
2025
Q1 | $721K | Sell |
1,186
-128
| -10% | -$77.8K | 0.03% | 568 |
|
|
2024
Q4 | $835K | Sell |
1,314
-149
| -10% | -$94.7K | 0.05% | 374 |
|
|
2024
Q3 | $925K | Sell |
1,463
-3
| -0.2% | -$1.9K | 0.05% | 346 |
|
|
2024
Q2 | $742K | Buy |
1,466
+14
| +1% | +$7.08K | 0.05% | 350 |
|
|
2024
Q1 | $807K | Sell |
1,452
-54
| -4% | -$30K | 0.06% | 282 |
|
|
2023
Q4 | $694K | Buy |
1,506
+90
| +6% | +$41.5K | 0.06% | 293 |
|
|
2023
Q3 | $552K | Buy |
1,416
+185
| +15% | +$72.1K | 0.05% | 308 |
|
|
2023
Q2 | $480K | Buy |
1,231
+41
| +3% | +$16K | 0.06% | 315 |
|
|
2023
Q1 | $400K | Buy |
+1,190
| New | +$400K | 0.05% | 358 |
|
|
2021
Q4 | – | Sell |
-121
| Closed | -$33K | – | 1423 |
|
|
2021
Q3 | $33K | Hold |
121
| – | – | ﹤0.01% | 1034 |
|
|
2021
Q2 | $37K | Hold |
121
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q1 | $38K | Hold |
121
| – | – | 0.01% | 773 |
|
|
2020
Q4 | $32K | Buy |
+121
| New | +$32K | 0.01% | 641 |
|