Curated Wealth Partners’s Parker-Hannifin PH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$970K Sell
2024
Q2
$787K Buy
2024
Q1
Sell
2023
Q4
$829K Sell
2023
Q3
$745K Sell
2023
Q2
$788K Sell
2023
Q1
$700K Sell
2022
Q4
$765K Buy
2022
Q3
$628K Sell
2022
Q2
$656K Buy
2022
Q1
$582K Hold
2021
Q4
$582K Buy
2021
Q3
$504K Buy
2021
Q2
$552K Buy
2021
Q1
$480K Buy
2020
Q4
$357K Buy