Crestwood Advisors Group’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
$1.66M Buy
2,370
+23
+1% +$16.1K 0.03% 225
2025
Q1
$1.43M Buy
2,347
+245
+12% +$149K 0.03% 235
2024
Q4
$1.34M Buy
2,102
+104
+5% +$66.2K 0.03% 219
2024
Q3
$1.26M Buy
1,998
+70
+4% +$44.2K 0.02% 215
2024
Q2
$975K Sell
1,928
-22
-1% -$11.1K 0.02% 223
2024
Q1
$1.08M Buy
1,950
+30
+2% +$16.7K 0.02% 211
2023
Q4
$884K Buy
1,920
+135
+8% +$62.2K 0.02% 221
2023
Q3
$695K Buy
+1,785
New +$695K 0.02% 224