Cascade Financial 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 | $348K | Hold |
498
| – | – | 0.04% | 190 |
|
|
2025
Q1 | $303K | Buy |
498
+15
| +3% | +$9.12K | 0.04% | 195 |
|
|
2024
Q4 | $307K | Hold |
483
| – | – | 0.04% | 184 |
|
|
2024
Q3 | $304K | Hold |
483
| – | – | 0.04% | 180 |
|
|
2024
Q2 | $244K | Hold |
483
| – | – | 0.03% | 201 |
|
|
2024
Q1 | $266K | Buy |
+483
| New | +$266K | 0.04% | 191 |
|