Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.09M | Buy |
1,965
+86
| +5% | +$47.8K | 0.46% | 70 |
|
|
2023
Q4 | $866K | Buy |
1,879
+46
| +3% | +$21.2K | 0.41% | 74 |
|
|
2023
Q3 | $714K | Buy |
1,833
+6
| +0.3% | +$2.34K | 0.38% | 78 |
|
|
2023
Q2 | $713K | Sell |
1,827
-16
| -0.9% | -$6.24K | 0.38% | 79 |
|
|
2023
Q1 | $620K | Sell |
1,843
-6
| -0.3% | -$2.02K | 0.37% | 82 |
|
|
2022
Q4 | $538K | Buy |
1,849
+254
| +16% | +$73.9K | 0.25% | 81 |
|
|
2022
Q3 | $386K | Buy |
1,595
+177
| +12% | +$42.8K | 0.28% | 86 |
|
|
2022
Q2 | $349K | Sell |
1,418
-118
| -8% | -$29K | 0.24% | 94 |
|
|
2022
Q1 | $436K | Buy |
1,536
+141
| +10% | +$40K | 0.25% | 97 |
|
|
2021
Q4 | $444K | Buy |
1,395
+480
| +52% | +$153K | 0.25% | 97 |
|
|
2021
Q3 | $256K | Buy |
915
+162
| +22% | +$45.3K | 0.16% | 109 |
|
|
2021
Q2 | $231K | Buy |
753
+104
| +16% | +$31.9K | 0.14% | 114 |
|
|
2021
Q1 | $205K | Buy |
649
+108
| +20% | +$34.1K | 0.13% | 116 |
|
|
2020
Q4 | $147K | Buy |
541
+76
| +16% | +$20.7K | 0.1% | 133 |
|
|
2020
Q3 | $94K | Buy |
+465
| New | +$94K | 0.07% | 150 |
|