CIA
Concurrent Investment Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Buy |
7,558
+2,619
| +53% | +$1.83M | 0.1% | 207 |
|
|
2025
Q1 | $3M | Buy |
4,939
+1,677
| +51% | +$1.02M | 0.07% | 278 |
|
|
2024
Q4 | $2.07M | Buy |
3,262
+247
| +8% | +$157K | 0.06% | 314 |
|
|
2024
Q3 | $1.9M | Buy |
3,015
+308
| +11% | +$195K | 0.06% | 323 |
|
|
2024
Q2 | $1.37M | Buy |
2,707
+192
| +8% | +$97.1K | 0.05% | 360 |
|
|
2024
Q1 | $1.4M | Buy |
2,515
+1,819
| +261% | +$1.01M | 0.06% | 310 |
|
|
2023
Q4 | $320K | Buy |
+696
| New | +$320K | 0.02% | 627 |
|