Beacon Pointe Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
16,700
+594
| +4% | +$415K | 0.12% | 159 |
|
|
2025
Q1 | $9.79M | Buy |
16,106
+235
| +1% | +$143K | 0.11% | 174 |
|
|
2024
Q4 | $10.1M | Sell |
15,871
-1,462
| -8% | -$930K | 0.11% | 169 |
|
|
2024
Q3 | $11M | Buy |
17,333
+75
| +0.4% | +$47.4K | 0.13% | 156 |
|
|
2024
Q2 | $8.73M | Sell |
17,258
-1,524
| -8% | -$771K | 0.1% | 180 |
|
|
2024
Q1 | $10.4M | Sell |
18,782
-3,628
| -16% | -$2.02M | 0.12% | 171 |
|
|
2023
Q4 | $10.3M | Buy |
22,410
+5,415
| +32% | +$2.49M | 0.12% | 165 |
|
|
2023
Q3 | $6.62M | Buy |
16,995
+13,346
| +366% | +$5.2M | 0.08% | 219 |
|
|
2023
Q2 | $1.42M | Sell |
3,649
-1,022
| -22% | -$399K | 0.02% | 437 |
|
|
2023
Q1 | $1.57M | Buy |
4,671
+1,857
| +66% | +$624K | 0.03% | 445 |
|
|
2022
Q4 | $819K | Sell |
2,814
-348
| -11% | -$101K | 0.02% | 553 |
|
|
2022
Q3 | $769K | Sell |
3,162
-3
| -0.1% | -$730 | 0.02% | 525 |
|
|
2022
Q2 | $777K | Sell |
3,165
-8,372
| -73% | -$2.06M | 0.02% | 534 |
|
|
2022
Q1 | $3.27M | Buy |
11,537
+9,903
| +606% | +$2.81M | 0.04% | 337 |
|
|
2021
Q4 | $520K | Sell |
1,634
-116
| -7% | -$36.9K | 0.01% | 560 |
|
|
2021
Q3 | $489K | Sell |
1,750
-328
| -16% | -$91.7K | 0.01% | 547 |
|
|
2021
Q2 | $638K | Buy |
2,078
+1,223
| +143% | +$375K | 0.02% | 424 |
|
|
2021
Q1 | $268K | Buy |
+855
| New | +$268K | 0.02% | 413 |
|