Burling Wealth Partners’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
$1.54M Sell
2,207
-53
-2% -$37K 0.28% 78
2025
Q1
$1.37M Sell
2,260
-1,240
-35% -$754K 0.29% 81
2024
Q4
$2.23M Buy
+3,500
New +$2.23M 0.45% 61