Claro Advisors’s Parker-Hannifin PH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $283K | Sell |
405
-274
| -40% | -$191K | 0.05% | 306 |
|
2025
Q1 | $413K | Sell |
679
-74
| -10% | -$45K | 0.06% | 310 |
|
2024
Q4 | $479K | Buy |
753
+7
| +0.9% | +$4.45K | 0.06% | 253 |
|
2024
Q3 | $471K | Buy |
746
+287
| +63% | +$181K | 0.06% | 271 |
|
2024
Q2 | $232K | Buy |
+459
| New | +$232K | 0.04% | 375 |
|
2019
Q1 | – | Sell |
-33
| Closed | -$6K | – | 709 |
|
2018
Q4 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 760 |
|