Atlas Capital 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
Q2 | $1.3M | Hold |
1,860
| – | – | 0.16% | 119 |
|
|
2025
Q1 | $1.13M | Hold |
1,860
| – | – | 0.14% | 136 |
|
|
2024
Q4 | $1.18M | Sell |
1,860
-385
| -17% | -$245K | 0.15% | 118 |
|
|
2024
Q3 | $1.42M | Buy |
2,245
+212
| +10% | +$134K | 0.22% | 94 |
|
|
2024
Q2 | $1.03M | Sell |
2,033
-212
| -9% | -$107K | 0.13% | 121 |
|
|
2024
Q1 | $1.25M | Hold |
2,245
| – | – | 0.19% | 96 |
|
|
2023
Q4 | $1.03M | Hold |
2,245
| – | – | 0.15% | 114 |
|
|
2023
Q3 | $874K | Hold |
2,245
| – | – | 0.14% | 116 |
|
|
2023
Q2 | $876K | Hold |
2,245
| – | – | 0.13% | 126 |
|
|
2023
Q1 | $755K | Hold |
2,245
| – | – | 0.12% | 130 |
|
|
2022
Q4 | $653K | Sell |
2,245
-143
| -6% | -$41.6K | 0.11% | 153 |
|
|
2022
Q3 | $579K | Hold |
2,388
| – | – | 0.11% | 159 |
|
|
2022
Q2 | $588K | Hold |
2,388
| – | – | 0.1% | 173 |
|
|
2022
Q1 | $678K | Buy |
2,388
+1,418
| +146% | +$402K | 0.11% | 171 |
|
|
2021
Q4 | $309K | Sell |
970
-579
| -37% | -$184K | 0.05% | 293 |
|
|
2021
Q3 | $433K | Hold |
1,549
| – | – | 0.07% | 223 |
|
|
2021
Q2 | $476K | Buy |
1,549
+10
| +0.6% | +$3.07K | 0.08% | 219 |
|
|
2021
Q1 | $485K | Hold |
1,539
| – | – | 0.09% | 199 |
|
|
2020
Q4 | $419K | Sell |
1,539
-1,817
| -54% | -$495K | 0.09% | 205 |
|
|
2020
Q3 | $679K | Sell |
3,356
-133
| -4% | -$26.9K | 0.16% | 140 |
|
|
2020
Q2 | $639K | Hold |
3,489
| – | – | 0.15% | 143 |
|
|
2020
Q1 | $453K | Buy |
+3,489
| New | +$453K | 0.13% | 167 |
|