Avantax Planning Partners’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.53M | Buy |
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|
2025
Q2 | $1.39M | Hold |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.26M | Hold |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $931K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $788K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $579K | Hold |
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|
2021
Q4 | $649K | Buy |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $602K | Buy |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $519K | Hold |
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|
2020
Q3 | $385K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Buy |
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