B. Riley Wealth Advisors’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 | $911K | Buy |
+1,304
| New | +$911K | 0.04% | 362 |
|
|
2024
Q4 | $1.42M | Sell |
2,229
-311
| -12% | -$198K | 0.05% | 355 |
|
|
2024
Q3 | $1.6M | Buy |
2,540
+90
| +4% | +$56.6K | 0.04% | 379 |
|
|
2024
Q2 | $1.24M | Buy |
2,450
+64
| +3% | +$32.4K | 0.03% | 469 |
|
|
2024
Q1 | $930K | Sell |
2,386
-80
| -3% | -$31.2K | 0.03% | 545 |
|
|
2023
Q4 | $1.14M | Buy |
2,466
+80
| +3% | +$36.9K | 0.03% | 488 |
|
|
2023
Q3 | $930K | Buy |
2,386
+103
| +5% | +$40.1K | 0.03% | 545 |
|
|
2023
Q2 | $890K | Buy |
2,283
+125
| +6% | +$48.8K | 0.02% | 604 |
|
|
2023
Q1 | $725K | Buy |
2,158
+326
| +18% | +$110K | 0.02% | 662 |
|
|
2022
Q4 | $533K | Sell |
1,832
-100
| -5% | -$29.1K | 0.01% | 758 |
|
|
2022
Q3 | $470K | Buy |
1,932
+569
| +42% | +$138K | 0.01% | 783 |
|
|
2022
Q2 | $337K | Buy |
1,363
+337
| +33% | +$83.3K | 0.01% | 822 |
|
|
2022
Q1 | $292K | Sell |
1,026
-1,889
| -65% | -$538K | 0.01% | 1027 |
|
|
2021
Q4 | $928K | Buy |
2,915
+151
| +5% | +$48.1K | 0.03% | 550 |
|
|
2021
Q3 | $777K | Sell |
2,764
-808
| -23% | -$227K | 0.02% | 607 |
|
|
2021
Q2 | $1.1M | Buy |
+3,572
| New | +$1.1M | 0.04% | 485 |
|
|
2021
Q1 | – | Sell |
-1,653
| Closed | -$450K | – | 1395 |
|
|
2020
Q4 | $450K | Sell |
1,653
-240
| -13% | -$65.3K | 0.02% | 575 |
|
|
2020
Q3 | $382K | Buy |
1,893
+105
| +6% | +$21.2K | 0.02% | 634 |
|
|
2020
Q2 | $328K | Sell |
1,788
-22
| -1% | -$4.04K | 0.02% | 601 |
|
|
2020
Q1 | $236K | Sell |
1,810
-37
| -2% | -$4.82K | 0.02% | 611 |
|
|
2019
Q4 | $381K | Buy |
1,847
+475
| +35% | +$98K | 0.03% | 517 |
|
|
2019
Q3 | $249K | Buy |
1,372
+143
| +12% | +$26K | 0.02% | 657 |
|
|
2019
Q2 | $210K | Buy |
+1,229
| New | +$210K | 0.02% | 698 |
|
|
2018
Q2 | – | Sell |
-1,738
| Closed | -$298K | – | 714 |
|
|
2018
Q1 | $298K | Buy |
1,738
+212
| +14% | +$36.4K | 0.04% | 461 |
|
|
2017
Q4 | $305K | Buy |
1,526
+53
| +4% | +$10.6K | 0.04% | 439 |
|
|
2017
Q3 | $258K | Buy |
1,473
+41
| +3% | +$7.18K | 0.04% | 424 |
|
|
2017
Q2 | $229K | Buy |
1,432
+64
| +5% | +$10.2K | 0.04% | 442 |
|
|
2017
Q1 | $220K | Buy |
+1,368
| New | +$220K | 0.04% | 440 |
|
|
2015
Q2 | – | Sell |
-4,501
| Closed | -$535K | – | 574 |
|
|
2015
Q1 | $535K | Sell |
4,501
-7,474
| -62% | -$888K | 0.13% | 205 |
|
|
2014
Q4 | $10.1K | Buy |
11,975
+10,274
| +604% | +$8.67K | 0.22% | 91 |
|
|
2014
Q3 | $536K | Sell |
1,701
-11,638
| -87% | -$3.67M | 0.14% | 192 |
|
|
2014
Q2 | $1.08M | Buy |
13,339
+9,070
| +212% | +$735K | 0.25% | 77 |
|
|
2014
Q1 | $511K | Sell |
4,269
-645
| -13% | -$77.2K | 0.15% | 148 |
|
|
2013
Q4 | $632K | Buy |
4,914
+245
| +5% | +$31.5K | 0.2% | 121 |
|
|
2013
Q3 | $508K | Buy |
+4,669
| New | +$508K | 0.17% | 141 |
|