Bogart Wealth LLC’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Sell |
19
-2
| -10% | -$1.4K | ﹤0.01% | 723 |
|
|
2025
Q1 | $12.8K | Buy |
21
+8
| +62% | +$4.86K | ﹤0.01% | 687 |
|
|
2024
Q4 | $8.27K | Buy |
+13
| New | +$8.27K | ﹤0.01% | 769 |
|
|
2024
Q3 | – | Sell |
-6
| Closed | -$3.04K | – | 1193 |
|
|
2024
Q2 | $3.04K | Buy |
+6
| New | +$3.04K | ﹤0.01% | 875 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$2.3K | – | 1113 |
|
|
2023
Q4 | $2.3K | Buy |
+5
| New | +$2.3K | ﹤0.01% | 878 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$6K | – | 1173 |
|
|
2022
Q3 | $6K | Buy |
25
+9
| +56% | +$2.16K | ﹤0.01% | 661 |
|
|
2022
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 688 |
|
|
2022
Q1 | $5K | Hold |
16
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 560 |
|
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 568 |
|
|
2021
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $5K | Buy |
+16
| New | +$5K | ﹤0.01% | 483 |
|