Cyndeo Wealth Partners’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 | $3.94M | Buy |
5,644
+53
| +0.9% | +$37K | 0.23% | 111 |
|
|
2025
Q1 | $3.4M | Buy |
5,591
+1,135
| +25% | +$690K | 0.22% | 121 |
|
|
2024
Q4 | $2.83M | Buy |
4,456
+235
| +6% | +$149K | 0.19% | 134 |
|
|
2024
Q3 | $2.67M | Sell |
4,221
-1,246
| -23% | -$787K | 0.19% | 139 |
|
|
2024
Q2 | $2.77M | Buy |
5,467
+86
| +2% | +$43.5K | 0.22% | 128 |
|
|
2024
Q1 | $2.99M | Buy |
5,381
+34
| +0.6% | +$18.9K | 0.25% | 117 |
|
|
2023
Q4 | $2.46M | Sell |
5,347
-4,014
| -43% | -$1.85M | 0.23% | 120 |
|
|
2023
Q3 | $3.65M | Buy |
9,361
+7,420
| +382% | +$2.89M | 0.38% | 88 |
|
|
2023
Q2 | $757K | Sell |
1,941
-1,745
| -47% | -$681K | 0.08% | 187 |
|
|
2023
Q1 | $1.24M | Sell |
3,686
-1,313
| -26% | -$441K | 0.13% | 160 |
|
|
2022
Q4 | $1.45M | Buy |
+4,999
| New | +$1.45M | 0.17% | 143 |
|