CWS Financial 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 | $671K | Buy |
961
+50
| +5% | +$34.9K | 0.2% | 63 |
|
|
2025
Q1 | $554K | Sell |
911
-44
| -5% | -$26.7K | 0.17% | 69 |
|
|
2024
Q4 | $608K | Hold |
955
| – | – | 0.2% | 54 |
|
|
2024
Q3 | $603K | Hold |
955
| – | – | 0.21% | 52 |
|
|
2024
Q2 | $483K | Buy |
955
+1
| +0.1% | +$506 | 0.19% | 58 |
|
|
2024
Q1 | $530K | Hold |
954
| – | – | 0.22% | 48 |
|
|
2023
Q4 | $439K | Buy |
954
+1
| +0.1% | +$461 | 0.16% | 95 |
|
|
2023
Q3 | $371K | Hold |
953
| – | – | 0.15% | 104 |
|
|
2023
Q2 | $372K | Buy |
953
+1
| +0.1% | +$390 | 0.14% | 105 |
|
|
2023
Q1 | $320K | Sell |
952
-41
| -4% | -$13.8K | 0.13% | 111 |
|
|
2022
Q4 | $313K | Buy |
993
+42
| +4% | +$13.2K | 0.13% | 103 |
|
|
2022
Q3 | $230K | Buy |
951
+1
| +0.1% | +$242 | 0.11% | 122 |
|
|
2022
Q2 | $234K | Hold |
950
| – | – | 0.11% | 124 |
|
|
2022
Q1 | $270K | Hold |
950
| – | – | 0.1% | 124 |
|
|
2021
Q4 | $302K | Buy |
+950
| New | +$302K | 0.11% | 118 |
|
|
2021
Q2 | $303K | Sell |
985
-8
| -0.8% | -$2.46K | 0.12% | 113 |
|
|
2021
Q1 | $313K | Hold |
993
| – | – | 0.13% | 103 |
|
|
2020
Q4 | $271K | Sell |
993
-10
| -1% | -$2.73K | 0.16% | 104 |
|
|
2020
Q3 | $203K | Buy |
+1,003
| New | +$203K | 0.14% | 121 |
|
|
2020
Q2 | – | Sell |
-983
| Closed | -$202K | – | 131 |
|
|
2020
Q1 | $202K | Hold |
983
| – | – | 0.15% | 121 |
|
|
2019
Q4 | $202K | Buy |
+983
| New | +$202K | 0.15% | 121 |
|