BAM
Belpointe Asset Management’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Sell |
7,709
-70
| -0.9% | -$48.9K | 0.22% | 76 |
|
|
2025
Q1 | $4.73M | Sell |
7,779
-53
| -0.7% | -$32.2K | 0.25% | 76 |
|
|
2024
Q4 | $4.7M | Sell |
7,832
-8
| -0.1% | -$4.8K | 0.28% | 65 |
|
|
2024
Q3 | $4.95M | Sell |
7,840
-9
| -0.1% | -$5.69K | 0.3% | 63 |
|
|
2024
Q2 | $3.97M | Sell |
7,849
-356
| -4% | -$180K | 0.28% | 63 |
|
|
2024
Q1 | $4.56M | Sell |
8,205
-266
| -3% | -$148K | 0.34% | 50 |
|
|
2023
Q4 | $3.9M | Buy |
8,471
+739
| +10% | +$340K | 0.34% | 51 |
|
|
2023
Q3 | $3.01M | Sell |
7,732
-832
| -10% | -$324K | 0.31% | 57 |
|
|
2023
Q2 | $3.34M | Buy |
8,564
+200
| +2% | +$78K | 0.35% | 53 |
|
|
2023
Q1 | $2.81M | Buy |
8,364
+146
| +2% | +$49.1K | 0.15% | 134 |
|
|
2022
Q4 | $2.39M | Buy |
8,218
+63
| +0.8% | +$18.3K | 0.14% | 143 |
|
|
2022
Q3 | $1.98M | Buy |
8,155
+211
| +3% | +$51.1K | 0.13% | 162 |
|
|
2022
Q2 | $1.96M | Buy |
7,944
+641
| +9% | +$158K | 0.13% | 166 |
|
|
2022
Q1 | $2.07M | Sell |
7,303
-1,894
| -21% | -$537K | 0.13% | 167 |
|
|
2021
Q4 | $2.93M | Buy |
9,197
+2,089
| +29% | +$665K | 0.18% | 116 |
|
|
2021
Q3 | $1.99M | Buy |
7,108
+28
| +0.4% | +$7.83K | 0.14% | 156 |
|
|
2021
Q2 | $2.17M | Sell |
7,080
-2,091
| -23% | -$642K | 0.16% | 139 |
|
|
2021
Q1 | $2.89M | Sell |
9,171
-550
| -6% | -$173K | 0.25% | 80 |
|
|
2020
Q4 | $2.65M | Buy |
9,721
+176
| +2% | +$47.9K | 0.24% | 90 |
|
|
2020
Q3 | $1.93M | Buy |
9,545
+10
| +0.1% | +$2.02K | 0.21% | 102 |
|
|
2020
Q2 | $1.75M | Buy |
9,535
+2,663
| +39% | +$488K | 0.23% | 89 |
|
|
2020
Q1 | $892K | Sell |
6,872
-2,586
| -27% | -$336K | 0.16% | 148 |
|
|
2019
Q4 | $1.95M | Buy |
9,458
+252
| +3% | +$51.8K | 0.25% | 101 |
|
|
2019
Q3 | $1.66M | Buy |
9,206
+2,406
| +35% | +$435K | 0.27% | 87 |
|
|
2019
Q2 | $1.16M | Sell |
6,800
-50
| -0.7% | -$8.5K | 0.23% | 100 |
|
|
2019
Q1 | $1.18M | Buy |
6,850
+100
| +1% | +$17.2K | 0.23% | 73 |
|
|
2018
Q4 | $1.01M | Sell |
6,750
-337
| -5% | -$50.3K | 0.26% | 80 |
|
|
2018
Q3 | $1.3M | Buy |
7,087
+77
| +1% | +$14.2K | 0.21% | 92 |
|
|
2018
Q2 | $1.09M | Sell |
7,010
-3,000
| -30% | -$468K | 0.31% | 59 |
|
|
2018
Q1 | $1.71M | Sell |
10,010
-1,940
| -16% | -$332K | 0.5% | 29 |
|
|
2017
Q4 | $2.39M | Sell |
11,950
-328
| -3% | -$65.5K | 0.52% | 35 |
|
|
2017
Q3 | $2.15M | Buy |
+12,278
| New | +$2.15M | 0.5% | 36 |
|