BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.34K | Sell |
6
-26
| -81% | -$10.1K | ﹤0.01% | 676 |
|
|
2023
Q1 | $10.8K | Buy |
32
+26
| +433% | +$8.74K | ﹤0.01% | 591 |
|
|
2022
Q4 | $1.75K | Hold |
6
| – | – | ﹤0.01% | 819 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 916 |
|
|
2022
Q2 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 923 |
|
|
2022
Q1 | $2K | Sell |
8
-258
| -97% | -$64.5K | ﹤0.01% | 867 |
|
|
2021
Q4 | $85K | Buy |
266
+260
| +4,333% | +$83.1K | 0.01% | 351 |
|
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 898 |
|
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 836 |
|
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 797 |
|
|
2020
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 794 |
|
|
2020
Q3 | $1K | Sell |
6
-67
| -92% | -$11.2K | ﹤0.01% | 849 |
|
|
2020
Q2 | $13K | Buy |
73
+43
| +143% | +$7.66K | ﹤0.01% | 505 |
|
|
2020
Q1 | $4K | Sell |
30
-67
| -69% | -$8.93K | ﹤0.01% | 624 |
|
|
2019
Q4 | $20K | Buy |
97
+22
| +29% | +$4.54K | ﹤0.01% | 447 |
|
|
2019
Q3 | $14K | Hold |
75
| – | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $13K | Hold |
75
| – | – | ﹤0.01% | 486 |
|
|
2019
Q1 | $13K | Hold |
75
| – | – | ﹤0.01% | 493 |
|
|
2018
Q4 | $11K | Buy |
75
+8
| +12% | +$1.17K | ﹤0.01% | 467 |
|
|
2018
Q3 | $12K | Hold |
67
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $10K | Buy |
+67
| New | +$10K | ﹤0.01% | 507 |
|