Charles Schwab Investment Advisory’s Parker-Hannifin PH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,634,590
| Closed | -$336M | – | 131 |
|
|
2019
Q4 | $336M | Buy |
1,634,590
+47,683
| +3% | +$9.81M | 0.48% | 62 |
|
|
2019
Q3 | $287M | Buy |
1,586,907
+57,061
| +4% | +$10.3M | 0.44% | 69 |
|
|
2019
Q2 | $260M | Buy |
1,529,846
+51,709
| +3% | +$8.79M | 0.41% | 74 |
|
|
2019
Q1 | $254M | Buy |
1,478,137
+48,769
| +3% | +$8.37M | 0.43% | 70 |
|
|
2018
Q4 | $213M | Buy |
1,429,368
+34,330
| +2% | +$5.12M | 0.4% | 81 |
|
|
2018
Q3 | $257M | Buy |
1,395,038
+20,316
| +1% | +$3.74M | 0.44% | 70 |
|
|
2018
Q2 | $214M | Buy |
+1,374,722
| New | +$214M | 0.39% | 76 |
|