EP Wealth Advisors’s Parker-Hannifin PH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
10,676
+6,792
| +175% | +$4.74M | 0.05% | 214 |
|
|
2025
Q1 | $2.36M | Buy |
3,884
+176
| +5% | +$107K | 0.02% | 338 |
|
|
2024
Q4 | $2.36M | Buy |
3,708
+276
| +8% | +$176K | 0.02% | 332 |
|
|
2024
Q3 | $2.17M | Buy |
3,432
+701
| +26% | +$443K | 0.02% | 348 |
|
|
2024
Q2 | $1.38M | Buy |
2,731
+180
| +7% | +$91.1K | 0.01% | 335 |
|
|
2024
Q1 | $1.42M | Sell |
2,551
-54
| -2% | -$30K | 0.02% | 315 |
|
|
2023
Q4 | $1.2M | Sell |
2,605
-19
| -0.7% | -$8.75K | 0.02% | 340 |
|
|
2023
Q3 | $1.02M | Sell |
2,624
-31,731
| -92% | -$12.4M | 0.02% | 327 |
|
|
2023
Q2 | $975K | Buy |
34,355
+23,333
| +212% | +$662K | 0.01% | 342 |
|
|
2023
Q1 | $1.58M | Buy |
11,022
+9,547
| +647% | +$1.37M | 0.03% | 244 |
|
|
2022
Q4 | $429K | Buy |
+1,475
| New | +$429K | 0.01% | 410 |
|
|
2022
Q3 | – | Sell |
-2,149
| Closed | -$529K | – | 544 |
|
|
2022
Q2 | $529K | Buy |
2,149
+90
| +4% | +$22.2K | 0.01% | 362 |
|
|
2022
Q1 | $584K | Buy |
2,059
+57
| +3% | +$16.2K | 0.01% | 352 |
|
|
2021
Q4 | $637K | Buy |
2,002
+355
| +22% | +$113K | 0.02% | 316 |
|
|
2021
Q3 | $461K | Buy |
1,647
+837
| +103% | +$234K | 0.01% | 347 |
|
|
2021
Q2 | $249K | Buy |
810
+37
| +5% | +$11.4K | 0.01% | 481 |
|
|
2021
Q1 | $244K | Buy |
+773
| New | +$244K | 0.01% | 438 |
|