Avior Wealth Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
832
+278
| +50% | +$194K | 0.02% | 397 |
|
|
2025
Q1 | $337K | Sell |
554
-447
| -45% | -$272K | 0.01% | 521 |
|
|
2024
Q4 | $637K | Sell |
1,001
-127
| -11% | -$80.8K | 0.02% | 381 |
|
|
2024
Q3 | $713K | Sell |
1,128
-3
| -0.3% | -$1.9K | 0.03% | 363 |
|
|
2024
Q2 | $573K | Sell |
1,131
-579
| -34% | -$293K | 0.02% | 398 |
|
|
2024
Q1 | $950K | Buy |
1,710
+958
| +127% | +$532K | 0.04% | 298 |
|
|
2023
Q4 | $346K | Hold |
752
| – | – | 0.02% | 418 |
|
|
2023
Q3 | $293K | Buy |
752
+21
| +3% | +$8.18K | 0.02% | 446 |
|
|
2023
Q2 | $285K | Sell |
731
-154
| -17% | -$60.1K | 0.02% | 452 |
|
|
2023
Q1 | $297K | Sell |
885
-108
| -11% | -$36.3K | 0.02% | 451 |
|
|
2022
Q4 | $289K | Hold |
993
| – | – | 0.02% | 409 |
|
|
2022
Q3 | $240K | Hold |
993
| – | – | 0.02% | 425 |
|
|
2022
Q2 | $244K | Hold |
993
| – | – | 0.02% | 391 |
|
|
2022
Q1 | $281K | Hold |
993
| – | – | 0.02% | 392 |
|
|
2021
Q4 | $315K | Buy |
993
+189
| +24% | +$60K | 0.03% | 386 |
|
|
2021
Q3 | $224K | Sell |
804
-48
| -6% | -$13.4K | 0.02% | 408 |
|
|
2021
Q2 | $261K | Hold |
852
| – | – | 0.03% | 383 |
|
|
2021
Q1 | $268K | Sell |
852
-42
| -5% | -$13.2K | 0.03% | 375 |
|
|
2020
Q4 | $243K | Buy |
894
+42
| +5% | +$11.4K | 0.03% | 361 |
|
|
2020
Q3 | $172K | Sell |
852
-199
| -19% | -$40.2K | 0.02% | 385 |
|
|
2020
Q2 | $192K | Buy |
1,051
+1,046
| +20,920% | +$191K | 0.03% | 383 |
|
|
2020
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 869 |
|
|
2019
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 847 |
|
|
2019
Q2 | $1K | Sell |
5
-102
| -95% | -$20.4K | ﹤0.01% | 803 |
|
|
2019
Q1 | $18K | Buy |
+107
| New | +$18K | ﹤0.01% | 497 |
|
|
2018
Q2 | – | Sell |
-1,370
| Closed | -$234K | – | 841 |
|
|
2018
Q1 | $234K | Sell |
1,370
-390
| -22% | -$66.6K | 0.05% | 280 |
|
|
2017
Q4 | $351K | Buy |
+1,760
| New | +$351K | 0.08% | 217 |
|