Chase Investment Counsel’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 | – | Sell |
-455
| Closed | -$276K | – | 144 |
|
2025
Q1 | $276K | Sell |
455
-947
| -68% | -$574K | 0.1% | 112 |
|
2024
Q4 | $891K | Hold |
1,402
| – | – | 0.29% | 75 |
|
2024
Q3 | $885K | Sell |
1,402
-416
| -23% | -$263K | 0.29% | 75 |
|
2024
Q2 | $919K | Buy |
1,818
+150
| +9% | +$75.8K | 0.33% | 72 |
|
2024
Q1 | $927K | Hold |
1,668
| – | – | 0.35% | 76 |
|
2023
Q4 | $768K | Buy |
1,668
+27
| +2% | +$12.4K | 0.34% | 75 |
|
2023
Q3 | $639K | Buy |
+1,641
| New | +$639K | 0.32% | 75 |
|
2018
Q1 | – | Sell |
-18,363
| Closed | -$3.66M | – | 95 |
|
2017
Q4 | $3.66M | Buy |
+18,363
| New | +$3.66M | 1.93% | 24 |
|