Colonial Trust Advisors’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 | $180K | Buy |
257
+100
| +64% | +$69.8K | 0.01% | 207 |
|
|
2025
Q1 | $95.4K | Hold |
157
| – | – | 0.01% | 264 |
|
|
2024
Q4 | $99.9K | Sell |
157
-32
| -17% | -$20.4K | 0.01% | 243 |
|
|
2024
Q3 | $119K | Hold |
189
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $95.5K | Sell |
189
-1
| -0.5% | -$505 | 0.01% | 253 |
|
|
2024
Q1 | $105K | Sell |
190
-5
| -3% | -$2.78K | 0.01% | 241 |
|
|
2023
Q4 | $89.7K | Hold |
195
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $75.8K | Buy |
195
+17
| +10% | +$6.61K | 0.01% | 278 |
|
|
2023
Q2 | $69.6K | Sell |
178
-10
| -5% | -$3.91K | 0.01% | 296 |
|
|
2023
Q1 | $63.3K | Hold |
188
| – | – | 0.01% | 305 |
|
|
2022
Q4 | $54.8K | Buy |
+188
| New | +$54.8K | 0.01% | 321 |
|