Atria Investments’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 | $15.9M | Sell |
22,765
-266
| -1% | -$186K | 0.19% | 110 |
|
2025
Q1 | $14M | Sell |
23,031
-4,152
| -15% | -$2.52M | 0.18% | 119 |
|
2024
Q4 | $17.3M | Buy |
27,183
+935
| +4% | +$595K | 0.22% | 90 |
|
2024
Q3 | $16.6M | Sell |
26,248
-1,530
| -6% | -$967K | 0.21% | 102 |
|
2024
Q2 | $14.1M | Buy |
27,778
+3,064
| +12% | +$1.55M | 0.18% | 123 |
|
2024
Q1 | $13.7M | Buy |
24,714
+957
| +4% | +$532K | 0.19% | 115 |
|
2023
Q4 | $10.9M | Buy |
23,757
+932
| +4% | +$429K | 0.17% | 140 |
|
2023
Q3 | $8.89M | Buy |
22,825
+2,539
| +13% | +$989K | 0.16% | 149 |
|
2023
Q2 | $7.91M | Sell |
20,286
-97
| -0.5% | -$37.8K | 0.14% | 167 |
|
2023
Q1 | $6.85M | Buy |
20,383
+1,833
| +10% | +$616K | 0.13% | 191 |
|
2022
Q4 | $5.4M | Buy |
18,550
+5,190
| +39% | +$1.51M | 0.11% | 233 |
|
2022
Q3 | $3.24M | Buy |
13,360
+705
| +6% | +$171K | 0.07% | 330 |
|
2022
Q2 | $3.11M | Sell |
12,655
-744
| -6% | -$183K | 0.07% | 365 |
|
2022
Q1 | $3.8M | Buy |
13,399
+413
| +3% | +$117K | 0.07% | 351 |
|
2021
Q4 | $4.13M | Sell |
12,986
-2,671
| -17% | -$850K | 0.07% | 331 |
|
2021
Q3 | $4.38M | Buy |
15,657
+1,054
| +7% | +$295K | 0.08% | 295 |
|
2021
Q2 | $4.49M | Buy |
14,603
+3,071
| +27% | +$943K | 0.09% | 261 |
|
2021
Q1 | $3.64M | Buy |
11,532
+4,268
| +59% | +$1.35M | 0.08% | 287 |
|
2020
Q4 | $1.98M | Buy |
7,264
+208
| +3% | +$56.7K | 0.05% | 420 |
|
2020
Q3 | $1.43M | Buy |
7,056
+522
| +8% | +$106K | 0.04% | 447 |
|
2020
Q2 | $1.2M | Buy |
+6,534
| New | +$1.2M | 0.04% | 455 |
|
2020
Q1 | – | Sell |
-3,427
| Closed | -$705K | – | 1006 |
|
2019
Q4 | $705K | Buy |
3,427
+1,501
| +78% | +$309K | 0.02% | 667 |
|
2019
Q3 | $348K | Sell |
1,926
-77
| -4% | -$13.9K | 0.01% | 675 |
|
2019
Q2 | $323K | Buy |
2,003
+217
| +12% | +$35K | 0.01% | 716 |
|
2019
Q1 | $307K | Buy |
1,786
+87
| +5% | +$15K | 0.01% | 696 |
|
2018
Q4 | $253K | Sell |
1,699
-121
| -7% | -$18K | 0.01% | 716 |
|
2018
Q3 | $335K | Buy |
1,820
+249
| +16% | +$45.8K | 0.01% | 735 |
|
2018
Q2 | $245K | Buy |
1,571
+393
| +33% | +$61.3K | 0.01% | 810 |
|
2018
Q1 | $201K | Sell |
1,178
-11
| -0.9% | -$1.88K | 0.01% | 825 |
|
2017
Q4 | $237K | Buy |
1,189
+44
| +4% | +$8.77K | 0.01% | 729 |
|
2017
Q3 | $200K | Sell |
1,145
-195
| -15% | -$34.1K | 0.01% | 747 |
|
2017
Q2 | $214K | Buy |
+1,340
| New | +$214K | 0.01% | 678 |
|