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 |
|