Evergreen Private Wealth’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 | $3.8M | Buy |
5,444
+111
| +2% | +$77.5K | 1.59% | 27 |
|
|
2025
Q1 | $3.24M | Sell |
5,333
-5
| -0.1% | -$3.04K | 1.52% | 28 |
|
|
2024
Q4 | $3.4M | Buy |
5,338
+3
| +0.1% | +$1.91K | 1.59% | 28 |
|
|
2024
Q3 | $3.37M | Buy |
5,335
+50
| +0.9% | +$31.6K | 1.56% | 28 |
|
|
2024
Q2 | $2.67M | Buy |
5,285
+95
| +2% | +$48.1K | 1.32% | 36 |
|
|
2024
Q1 | $2.88M | Buy |
+5,190
| New | +$2.88M | 1.45% | 34 |
|