Congress Wealth Management’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 | $38.7M | Buy |
55,449
+9,096
| +20% | +$6.35M | 0.38% | 53 |
|
|
2025
Q1 | $28.2M | Buy |
46,353
+547
| +1% | +$333K | 0.34% | 69 |
|
|
2024
Q4 | $29.1M | Buy |
45,806
+18,503
| +68% | +$11.8M | 0.4% | 59 |
|
|
2024
Q3 | $17.3M | Buy |
27,303
+3,480
| +15% | +$2.2M | 0.23% | 127 |
|
|
2024
Q2 | $12.1M | Buy |
23,823
+1,261
| +6% | +$638K | 0.19% | 151 |
|
|
2024
Q1 | $12.5M | Buy |
+22,562
| New | +$12.5M | 0.22% | 141 |
|