Crestmont Private Wealth’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 | $395K | Hold |
565
| – | – | 0.14% | 51 |
|
|
2025
Q1 | $343K | Buy |
565
+39
| +7% | +$23.7K | 0.15% | 49 |
|
|
2024
Q4 | $335K | Sell |
526
-95
| -15% | -$60.4K | 0.15% | 46 |
|
|
2024
Q3 | $392K | Buy |
621
+4
| +0.6% | +$2.53K | 0.17% | 43 |
|
|
2024
Q2 | $312K | Buy |
617
+221
| +56% | +$112K | 0.15% | 51 |
|
|
2024
Q1 | $220K | Buy |
+396
| New | +$220K | 0.11% | 58 |
|