Clearstead Trust’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 | $278K | Buy |
398
+4
| +1% | +$2.79K | 0.05% | 147 |
|
|
2025
Q1 | $239K | Hold |
394
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $251K | Buy |
394
+357
| +965% | +$227K | 0.05% | 133 |
|
|
2024
Q3 | $23.4K | Hold |
37
| – | – | 0.01% | 293 |
|
|
2024
Q2 | $18.7K | Hold |
37
| – | – | ﹤0.01% | 317 |
|
|
2024
Q1 | $20.6K | Buy |
+37
| New | +$20.6K | 0.01% | 304 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$15.6K | – | 458 |
|
|
2023
Q3 | $15.6K | Buy |
+40
| New | +$15.6K | 0.01% | 298 |
|