Avantax Planning Partners’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 | $1.39M | Hold |
1,987
| – | – | 0.04% | 163 |
|
|
2025
Q1 | $1.21M | Hold |
1,987
| – | – | 0.04% | 170 |
|
|
2024
Q4 | $1.26M | Hold |
1,987
| – | – | 0.05% | 160 |
|
|
2024
Q3 | $1.26M | Sell |
1,987
-10
| -0.5% | -$6.32K | 0.05% | 161 |
|
|
2024
Q2 | $1.01M | Buy |
1,997
+28
| +1% | +$14.2K | 0.03% | 207 |
|
|
2024
Q1 | $1.09M | Sell |
1,969
-52
| -3% | -$28.9K | 0.04% | 205 |
|
|
2023
Q4 | $931K | Buy |
2,021
+47
| +2% | +$21.7K | 0.04% | 176 |
|
|
2023
Q3 | $769K | Sell |
1,974
-47
| -2% | -$18.3K | 0.03% | 185 |
|
|
2023
Q2 | $788K | Buy |
2,021
+27
| +1% | +$10.5K | 0.03% | 188 |
|
|
2023
Q1 | $670K | Buy |
1,994
+37
| +2% | +$12.4K | 0.03% | 210 |
|
|
2022
Q4 | $569K | Sell |
1,957
-2
| -0.1% | -$582 | 0.02% | 225 |
|
|
2022
Q3 | $475K | Sell |
1,959
-3
| -0.2% | -$727 | 0.02% | 226 |
|
|
2022
Q2 | $483K | Sell |
1,962
-79
| -4% | -$19.4K | 0.02% | 219 |
|
|
2022
Q1 | $579K | Hold |
2,041
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $649K | Buy |
2,041
+82
| +4% | +$26.1K | 0.03% | 194 |
|
|
2021
Q3 | $548K | Hold |
1,959
| – | – | 0.03% | 187 |
|
|
2021
Q2 | $602K | Buy |
1,959
+50
| +3% | +$15.4K | 0.03% | 178 |
|
|
2021
Q1 | $602K | Buy |
1,909
+5
| +0.3% | +$1.58K | 0.03% | 173 |
|
|
2020
Q4 | $519K | Hold |
1,904
| – | – | 0.03% | 176 |
|
|
2020
Q3 | $385K | Buy |
+1,904
| New | +$385K | 0.02% | 208 |
|
|
2018
Q4 | – | Sell |
-104
| Closed | -$19K | – | 944 |
|
|
2018
Q3 | $19K | Buy |
+104
| New | +$19K | ﹤0.01% | 718 |
|
|
2018
Q2 | – | Sell |
-137
| Closed | -$23K | – | 1123 |
|
|
2018
Q1 | $23K | Buy |
+137
| New | +$23K | ﹤0.01% | 728 |
|