Caldwell Trust’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Buy |
3,715
+175
|
|
||||
|
2025
Q1 | $2.15M | Sell |
3,540
-48
|
|
||||
|
2024
Q4 | $2.28M | Sell |
3,588
-22
|
|
||||
|
2024
Q3 | $2.28M | Sell |
3,610
-32
|
|
||||
|
2024
Q2 | $1.84M | Sell |
3,642
-246
|
|
||||
|
2024
Q1 | $2.16M | Sell |
3,888
-755
|
|
||||
|
2023
Q4 | $2.14M | Sell |
4,643
-45
|
|
||||
|
2023
Q3 | $1.83M | Sell |
4,688
-10
|
|
||||
|
2023
Q2 | $1.83M | Sell |
4,698
-45
|
|
||||
|
2023
Q1 | $1.59M | Sell |
4,743
-143
|
|
||||
|
2022
Q4 | $1.42M | Sell |
4,886
-25
|
|
||||
|
2022
Q3 | $1.19M | Hold |
4,911
|
|
||||
|
2022
Q2 | $1.21M | Hold |
4,911
|
|
||||
|
2022
Q1 | $1.39M | Sell |
4,911
-178
|
|
||||
|
2021
Q4 | $1.62M | Sell |
5,089
-86
|
|
||||
|
2021
Q3 | $1.45M | Sell |
5,175
-75
|
|
||||
|
2021
Q2 | $1.61M | Sell |
5,250
-152
|
|
||||
|
2021
Q1 | $1.7M | Sell |
5,402
-105
|
|
||||
|
2020
Q4 | $1.5M | Sell |
5,507
-50
|
|
||||
|
2020
Q3 | $1.12M | Sell |
5,557
-312
|
|
||||
|
2020
Q2 | $1.08M | Sell |
5,869
-155
|
|
||||
|
2020
Q1 | $781K | Sell |
6,024
-10
|
|
||||
|
2019
Q4 | $1.24M | Buy |
+6,034
|
|