Avantax Advisory Services’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 | $7.31M | Buy |
10,461
+473
| +5% | +$330K | 0.04% | 337 |
|
|
2025
Q1 | $6.07M | Buy |
9,988
+372
| +4% | +$226K | 0.04% | 360 |
|
|
2024
Q4 | $6.12M | Buy |
9,616
+156
| +2% | +$99.2K | 0.04% | 340 |
|
|
2024
Q3 | $5.98M | Hold |
9,460
| – | – | 0.04% | 343 |
|
|
2024
Q2 | $4.79M | Buy |
9,460
+6,697
| +242% | +$3.39M | 0.03% | 385 |
|
|
2024
Q1 | $1.54M | Sell |
2,763
-534
| -16% | -$297K | 0.01% | 619 |
|
|
2023
Q4 | $1.52M | Buy |
3,297
+112
| +4% | +$51.6K | 0.02% | 590 |
|
|
2023
Q3 | $1.24M | Sell |
3,185
-92
| -3% | -$35.8K | 0.01% | 604 |
|
|
2023
Q2 | $1.28M | Buy |
3,277
+240
| +8% | +$93.6K | 0.01% | 600 |
|
|
2023
Q1 | $1.02M | Buy |
3,037
+135
| +5% | +$45.4K | 0.01% | 660 |
|
|
2022
Q4 | $844K | Buy |
2,902
+439
| +18% | +$128K | 0.01% | 686 |
|
|
2022
Q3 | $597K | Sell |
2,463
-160
| -6% | -$38.8K | 0.01% | 709 |
|
|
2022
Q2 | $645K | Buy |
2,623
+303
| +13% | +$74.5K | 0.01% | 679 |
|
|
2022
Q1 | $663K | Buy |
2,320
+223
| +11% | +$63.7K | 0.01% | 682 |
|
|
2021
Q4 | $667K | Buy |
2,097
+14
| +0.7% | +$4.45K | 0.01% | 661 |
|
|
2021
Q3 | $584K | Buy |
2,083
+121
| +6% | +$33.9K | 0.01% | 663 |
|
|
2021
Q2 | $605K | Buy |
1,962
+111
| +6% | +$34.2K | 0.01% | 631 |
|
|
2021
Q1 | $583K | Buy |
1,851
+7
| +0.4% | +$2.21K | 0.01% | 579 |
|
|
2020
Q4 | $502K | Sell |
1,844
-442
| -19% | -$120K | 0.01% | 556 |
|
|
2020
Q3 | $463K | Buy |
2,286
+449
| +24% | +$90.9K | 0.01% | 826 |
|
|
2020
Q2 | $335K | Sell |
1,837
-381
| -17% | -$69.5K | 0.01% | 601 |
|
|
2020
Q1 | $288K | Buy |
2,218
+62
| +3% | +$8.05K | 0.01% | 589 |
|
|
2019
Q4 | $444K | Buy |
2,156
+882
| +69% | +$182K | 0.01% | 513 |
|
|
2019
Q3 | $231K | Buy |
+1,274
| New | +$231K | 0.01% | 498 |
|