Bartlett & Co Wealth Management’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 | $2.06M | Sell |
2,953
-1
| -0% | -$698 | 0.03% | 194 |
|
|
2025
Q1 | $1.8M | Buy |
2,954
+603
| +26% | +$366K | 0.03% | 201 |
|
|
2024
Q4 | $1.5M | Sell |
2,351
-18
| -0.8% | -$11.4K | 0.02% | 216 |
|
|
2024
Q3 | $1.5M | Buy |
2,369
+100
| +4% | +$63.2K | 0.02% | 218 |
|
|
2024
Q2 | $1.15M | Sell |
2,269
-25
| -1% | -$12.6K | 0.02% | 242 |
|
|
2024
Q1 | $1.27M | Sell |
2,294
-50
| -2% | -$27.8K | 0.02% | 243 |
|
|
2023
Q4 | $1.08M | Sell |
2,344
-25
| -1% | -$11.5K | 0.02% | 265 |
|
|
2023
Q3 | $923K | Buy |
2,369
+230
| +11% | +$89.6K | 0.02% | 270 |
|
|
2023
Q2 | $834K | Sell |
2,139
-100
| -4% | -$39K | 0.01% | 292 |
|
|
2023
Q1 | $753K | Buy |
2,239
+100
| +5% | +$33.6K | 0.01% | 250 |
|
|
2022
Q4 | $622K | Sell |
2,139
-16
| -0.7% | -$4.66K | 0.01% | 264 |
|
|
2022
Q3 | $522K | Buy |
2,155
+100
| +5% | +$24.2K | 0.01% | 279 |
|
|
2022
Q2 | $506K | Buy |
2,055
+46
| +2% | +$11.3K | 0.01% | 281 |
|
|
2022
Q1 | $570K | Sell |
2,009
-176
| -8% | -$49.9K | 0.01% | 283 |
|
|
2021
Q4 | $695K | Buy |
2,185
+2,173
| +18,108% | +$691K | 0.01% | 262 |
|
|
2021
Q3 | $3.36K | Sell |
12
-15
| -56% | -$4.19K | ﹤0.01% | 816 |
|
|
2021
Q2 | $8.29K | Hold |
27
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $8.52K | Hold |
27
| – | – | ﹤0.01% | 750 |
|
|
2020
Q4 | $7.36K | Buy |
27
+15
| +125% | +$4.09K | ﹤0.01% | 761 |
|
|
2020
Q3 | $2.43K | Hold |
12
| – | – | ﹤0.01% | 782 |
|
|
2020
Q2 | $2.2K | Hold |
12
| – | – | ﹤0.01% | 786 |
|
|
2020
Q1 | $1.56K | Buy |
12
+6
| +100% | +$779 | ﹤0.01% | 788 |
|
|
2019
Q4 | $1.24K | Buy |
+6
| New | +$1.24K | ﹤0.01% | 823 |
|
|
2019
Q3 | – | Sell |
-23
| Closed | -$3.91K | – | 924 |
|
|
2019
Q2 | $3.91K | Buy |
+23
| New | +$3.91K | ﹤0.01% | 640 |
|