Dakota Wealth Management’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
$710K Sell
1,016
-33
-3% -$23.1K 0.01% 449
2025
Q1
$638K Sell
1,049
-5
-0.5% -$3.04K 0.01% 464
2024
Q4
$670K Sell
1,054
-34
-3% -$21.6K 0.02% 444
2024
Q3
$687K Buy
1,088
+70
+7% +$44.2K 0.02% 443
2024
Q2
$515K Hold
1,018
0.01% 499
2024
Q1
$566K Buy
1,018
+10
+1% +$5.56K 0.01% 481
2023
Q4
$465K Sell
1,008
-22
-2% -$10.1K 0.02% 433
2023
Q3
$401K Buy
1,030
+2
+0.2% +$779 0.02% 452
2023
Q2
$401K Buy
1,028
+39
+4% +$15.2K 0.02% 416
2023
Q1
$333K Buy
989
+188
+23% +$63.2K 0.02% 440
2022
Q4
$233K Buy
+801
New +$233K 0.02% 508