Dynamic Advisor Solutions’s Parker-Hannifin PH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
2,152
+108
+5% +$75.4K 0.05% 350
2025
Q1
$1.24M Buy
2,044
+5
+0.2% +$3.04K 0.04% 375
2024
Q4
$1.3M Sell
2,039
-85
-4% -$54.1K 0.06% 270
2024
Q3
$1.34M Sell
2,124
-16
-0.7% -$10.1K 0.04% 383
2024
Q2
$1.08M Buy
2,140
+58
+3% +$29.3K 0.03% 436
2024
Q1
$1.16M Buy
2,082
+328
+19% +$182K 0.04% 413
2023
Q4
$796K Buy
1,754
+122
+7% +$55.3K 0.03% 466
2023
Q3
$636K Buy
1,632
+77
+5% +$30K 0.03% 461
2023
Q2
$606K Buy
1,555
+525
+51% +$205K 0.03% 446
2023
Q1
$346K Buy
1,030
+273
+36% +$91.8K 0.02% 562
2022
Q4
$220K Buy
+757
New +$220K 0.02% 641
2017
Q1
Sell
-3,119
Closed -$437K 221
2016
Q4
$437K Sell
3,119
-16
-0.5% -$2.24K 0.17% 143
2016
Q3
$394K Buy
+3,135
New +$394K 0.15% 168