Crewe 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 | – | Sell |
-3
| Closed | -$1.82K | – | 817 |
|
2025
Q1 | $1.82K | Buy |
+3
| New | +$1.82K | ﹤0.01% | 548 |
|
2024
Q4 | – | Sell |
-68
| Closed | -$43K | – | 763 |
|
2024
Q3 | $43K | Hold |
68
| – | – | 0.01% | 314 |
|
2024
Q2 | $34.4K | Hold |
68
| – | – | ﹤0.01% | 442 |
|
2024
Q1 | $37.8K | Buy |
+68
| New | +$37.8K | ﹤0.01% | 402 |
|
2023
Q3 | – | Sell |
-3
| Closed | -$1.17K | – | 839 |
|
2023
Q2 | $1.17K | Sell |
3
-212
| -99% | -$82.8K | ﹤0.01% | 565 |
|
2023
Q1 | $72.3K | Hold |
215
| – | – | 0.01% | 265 |
|
2022
Q4 | $62.6K | Buy |
215
+75
| +54% | +$21.8K | 0.01% | 285 |
|
2022
Q3 | $34K | Buy |
140
+30
| +27% | +$7.29K | 0.01% | 367 |
|
2022
Q2 | $27K | Buy |
+110
| New | +$27K | 0.01% | 372 |
|
2021
Q4 | – | Sell |
-13
| Closed | -$4K | – | 450 |
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 320 |
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 351 |
|
2021
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 385 |
|
2020
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 371 |
|
2020
Q3 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 451 |
|
2020
Q1 | – | Sell |
-16
| Closed | -$3K | – | 229 |
|
2019
Q4 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 225 |
|