Caldwell Trust’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.78M | Sell |
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|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $2.15M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.28M | Sell |
|
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|
2024
Q2 | $1.84M | Sell |
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|
2024
Q1 | $2.16M | Sell |
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|
2023
Q4 | $2.14M | Sell |
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|
2023
Q3 | $1.83M | Sell |
|
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.21M | Hold |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $1.7M | Sell |
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|
2020
Q4 | $1.5M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $781K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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