Beese Fulmer Investment Management’s Parker-Hannifin PH Stock Holding History

Beese Fulmer Investment Management’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	$868K	Buy	1,242 +453	+57%	+$316K	0.06%	147
2025 Q1	$479K	Buy	789 +6	+0.8%	+$3.65K	0.04%	161
2024 Q4	$498K	Sell	783 -8	-1%	-$5.09K	0.04%	147
2024 Q3	$500K	Hold	791	–	–	0.04%	154
2024 Q2	$400K	Buy	791 +28	+4%	+$14.2K	0.04%	164
2024 Q1	$424K	Buy	763 +74	+11%	+$41.1K	0.04%	158
2023 Q4	$317K	Sell	689 -24	-3%	-$11.1K	0.03%	181
2023 Q3	$278K	Hold	713	–	–	0.03%	183
2023 Q2	$278K	Hold	713	–	–	0.03%	183
2023 Q1	$240K	Sell	713 -71	-9%	-$23.9K	0.03%	194
2022 Q4	$228K	Buy	+784	New	+$228K	0.03%	201
2022 Q3	–	Sell	-834	Closed	-$205K	–	222
2022 Q2	$205K	Sell	834 -35	-4%	-$8.6K	0.03%	214
2022 Q1	$246K	Sell	869 -65	-7%	-$18.4K	0.03%	202
2021 Q4	$297K	Buy	934 +87	+10%	+$27.7K	0.03%	190
2021 Q3	$237K	Sell	847 -50	-6%	-$14K	0.03%	204
2021 Q2	$275K	Hold	897	–	–	0.03%	189
2021 Q1	$283K	Sell	897 -35	-4%	-$11K	0.03%	181
2020 Q4	$254K	Buy	+932	New	+$254K	0.03%	178
2020 Q3	–	Sell	-1,032	Closed	-$189K	–	449
2020 Q2	$189K	Buy	+1,032	New	+$189K	0.03%	184
2020 Q1	–	Sell	-1,057	Closed	-$218K	–	193
2019 Q4	$218K	Sell	1,057 -165	-14%	-$34K	0.03%	187
2019 Q3	$221K	Hold	1,222	–	–	0.03%	184
2019 Q2	$208K	Sell	1,222 -100	-8%	-$17K	0.04%	166
2019 Q1	$227K	Sell	1,322 -100	-7%	-$17.2K	0.04%	153
2018 Q4	$212K	Hold	1,422	–	–	0.05%	158
2018 Q3	$262K	Sell	1,422 -27	-2%	-$4.98K	0.05%	150
2018 Q2	$226K	Sell	1,449 -87	-6%	-$13.6K	0.05%	168
2018 Q1	$263K	Sell	1,536 -50	-3%	-$8.56K	0.06%	144
2017 Q4	$317K	Hold	1,586	–	–	0.07%	134
2017 Q3	$278K	Hold	1,586	–	–	0.06%	142
2017 Q2	$253K	Hold	1,586	–	–	0.06%	146
2017 Q1	$254K	Hold	1,586	–	–	0.06%	148
2016 Q4	$222K	Sell	1,586 -25	-2%	-$3.5K	0.06%	161
2016 Q3	$202K	Buy	+1,611	New	+$202K	0.05%	159