Beaumont Financial Advisors’s Parker-Hannifin PH Stock Holding History

Beaumont Financial Advisors’s Portfolio PH Stock Details PH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$667K	Buy	955 +5	+0.5%	+$3.49K	0.05%	194
2025 Q1	$577K	Buy	950 +11	+1%	+$6.69K	0.05%	204
2024 Q4	$597K	Buy	939 +9	+1%	+$5.72K	0.04%	205
2024 Q3	$588K	Sell	930 -551	-37%	-$348K	0.05%	192
2024 Q2	$749K	Sell	1,481 -87	-6%	-$44K	0.06%	170
2024 Q1	$871K	Buy	1,568 +4	+0.3%	+$2.22K	0.07%	156
2023 Q4	$721K	Sell	1,564 -90	-5%	-$41.5K	0.07%	162
2023 Q3	$644K	Buy	1,654 +80	+5%	+$31.2K	0.06%	156
2023 Q2	$614K	Buy	1,574 +272	+21%	+$106K	0.06%	169
2023 Q1	$438K	Buy	1,302 +11	+0.9%	+$3.7K	0.04%	184
2022 Q4	$376K	Buy	1,291 +34	+3%	+$9.89K	0.04%	209
2022 Q3	$305K	Buy	1,257 +6	+0.5%	+$1.46K	0.03%	234
2022 Q2	$308K	Buy	1,251 +24	+2%	+$5.91K	0.03%	237
2022 Q1	$348K	Buy	1,227 +7	+0.6%	+$1.99K	0.03%	257
2021 Q4	$388K	Buy	1,220 +75	+7%	+$23.9K	0.03%	247
2021 Q3	$320K	Buy	1,145 +4	+0.4%	+$1.12K	0.02%	264
2021 Q2	$351K	Buy	1,141 +3	+0.3%	+$923	0.03%	265
2021 Q1	$359K	Sell	1,138 -2	-0.2%	-$631	0.03%	241
2020 Q4	$311K	Sell	1,140 -186	-14%	-$50.7K	0.03%	256
2020 Q3	$268K	Buy	1,326 +22	+2%	+$4.45K	0.03%	274
2020 Q2	$239K	Buy	+1,304	New	+$239K	0.03%	253
2020 Q1	–	Sell	-1,413	Closed	-$291K	–	276
2019 Q4	$291K	Buy	1,413 +24	+2%	+$4.94K	0.03%	227
2019 Q3	$251K	Sell	1,389 -79	-5%	-$14.3K	0.03%	236
2019 Q2	$250K	Buy	1,468 +7	+0.5%	+$1.19K	0.03%	214
2019 Q1	$251K	Buy	1,461 +5	+0.3%	+$859	0.03%	204
2018 Q4	$217K	Buy	1,456 +6	+0.4%	+$894	0.04%	181
2018 Q3	$267K	Buy	1,450 +5	+0.3%	+$921	0.03%	194
2018 Q2	$225K	Buy	1,445 +6	+0.4%	+$934	0.02%	188
2018 Q1	$246K	Buy	1,439 +204	+17%	+$34.9K	0.03%	184
2017 Q4	$246K	Buy	1,235 +4	+0.3%	+$797	0.03%	168
2017 Q3	$215K	Buy	+1,231	New	+$215K	0.03%	175
2013 Q4	–	Sell	-1,890	Closed	-$205K	–	165
2013 Q3	$205K	Buy	+1,890	New	+$205K	0.02%	142