Avidian Wealth Enterprises’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 | $246K | Buy |
+352
| New | +$246K | 0.01% | 478 |
|
2025
Q1 | – | Sell |
-366
| Closed | -$233K | – | 540 |
|
2024
Q4 | $233K | Buy |
+366
| New | +$233K | 0.01% | 454 |
|
2019
Q2 | – | Sell |
-3,928
| Closed | -$674K | – | 159 |
|
2019
Q1 | $674K | Buy |
+3,928
| New | +$674K | 0.15% | 52 |
|
2018
Q4 | – | Sell |
-4,148
| Closed | -$763K | – | 115 |
|
2018
Q3 | $763K | Buy |
+4,148
| New | +$763K | 0.24% | 41 |
|