Boston Financial Management’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $495K | Buy |
+778
| New | +$495K | 0.01% | 241 |
|
2024
Q3 | – | Sell |
-561
| Closed | -$284K | – | 334 |
|
2024
Q2 | $284K | Sell |
561
-25
| -4% | -$12.6K | 0.01% | 286 |
|
2024
Q1 | $326K | Hold |
586
| – | – | 0.01% | 285 |
|
2023
Q4 | $270K | Buy |
586
+25
| +4% | +$11.5K | 0.01% | 290 |
|
2023
Q3 | $219K | Buy |
561
+34
| +6% | +$13.2K | 0.01% | 289 |
|
2023
Q2 | $206K | Buy |
+527
| New | +$206K | 0.01% | 302 |
|
2020
Q3 | – | Sell |
-767
| Closed | -$141K | – | 262 |
|
2020
Q2 | $141K | Hold |
767
| – | – | 0.01% | 259 |
|
2020
Q1 | $100K | Buy |
+767
| New | +$100K | 0.01% | 265 |
|
2019
Q4 | – | Sell |
-39,530
| Closed | -$7.14M | – | 238 |
|
2019
Q3 | $7.14M | Hold |
39,530
| – | – | 0.41% | 70 |
|
2019
Q2 | $6.72M | Hold |
39,530
| – | – | 0.39% | 72 |
|
2019
Q1 | $6.78M | Hold |
39,530
| – | – | 0.41% | 74 |
|
2018
Q4 | $5.9M | Buy |
39,530
+333
| +0.8% | +$49.7K | 0.41% | 76 |
|
2018
Q3 | $7.21M | Hold |
39,197
| – | – | 0.43% | 78 |
|
2018
Q2 | $6.11M | Buy |
+39,197
| New | +$6.11M | 0.41% | 82 |
|