Buckingham Strategic Wealth’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $462K | Buy |
913
+59
| +7% | +$29.8K | ﹤0.01% | 486 |
|
|
2024
Q1 | $475K | Buy |
854
+123
| +17% | +$68.4K | 0.01% | 471 |
|
|
2023
Q4 | $337K | Buy |
731
+47
| +7% | +$21.7K | ﹤0.01% | 540 |
|
|
2023
Q3 | $266K | Sell |
684
-41
| -6% | -$16K | ﹤0.01% | 556 |
|
|
2023
Q2 | $283K | Sell |
725
-64
| -8% | -$25K | ﹤0.01% | 544 |
|
|
2023
Q1 | $230K | Hold |
789
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $230K | Sell |
789
-305
| -28% | -$88.8K | ﹤0.01% | 540 |
|
|
2022
Q3 | $265K | Buy |
1,094
+266
| +32% | +$64.4K | 0.01% | 494 |
|
|
2022
Q2 | $204K | Sell |
828
-154
| -16% | -$37.9K | ﹤0.01% | 556 |
|
|
2022
Q1 | $279K | Buy |
982
+52
| +6% | +$14.8K | 0.01% | 487 |
|
|
2021
Q4 | $296K | Sell |
930
-130
| -12% | -$41.4K | 0.01% | 473 |
|
|
2021
Q3 | $296K | Buy |
1,060
+145
| +16% | +$40.5K | 0.01% | 469 |
|
|
2021
Q2 | $281K | Buy |
915
+220
| +32% | +$67.6K | 0.01% | 474 |
|
|
2021
Q1 | $219K | Buy |
+695
| New | +$219K | 0.01% | 499 |
|
|
2018
Q3 | – | Sell |
-1,399
| Closed | -$218K | – | 371 |
|
|
2018
Q2 | $218K | Buy |
+1,399
| New | +$218K | 0.04% | 328 |
|