Atria Wealth Solutions’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Sell
2,504
-7,488
-75% -$5.24M 0.04% 458
2025
Q1
$6.07M Sell
9,992
-1,192
-11% -$725K 0.07% 284
2024
Q4
$7.11M Buy
11,184
+611
+6% +$389K 0.08% 263
2024
Q3
$6.68M Sell
10,573
-600
-5% -$379K 0.07% 276
2024
Q2
$5.65M Sell
11,173
-831
-7% -$420K 0.06% 310
2024
Q1
$6.67M Buy
12,004
+1,538
+15% +$855K 0.08% 267
2023
Q4
$4.82M Sell
10,466
-59
-0.6% -$27.2K 0.06% 320
2023
Q3
$4.1M Buy
10,525
+8,033
+322% +$3.13M 0.06% 342
2023
Q2
$972K Buy
2,492
+282
+13% +$110K 0.01% 840
2023
Q1
$743K Buy
2,210
+604
+38% +$203K 0.01% 937
2022
Q4
$467K Buy
1,606
+289
+22% +$84.1K 0.01% 1107
2022
Q3
$319K Buy
+1,317
New +$319K 0.01% 1253
2022
Q2
Sell
-1,060
Closed -$301K 1799
2022
Q1
$301K Buy
+1,060
New +$301K 0.01% 1314