Fermata Advisors’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 | – | Sell |
-459
| Closed | -$279K | – | 264 |
|
|
2025
Q1 | $279K | Sell |
459
-195
| -30% | -$119K | 0.05% | 226 |
|
|
2024
Q4 | $416K | Buy |
654
+35
| +6% | +$22.3K | 0.08% | 163 |
|
|
2024
Q3 | $391K | Buy |
619
+139
| +29% | +$87.9K | 0.08% | 147 |
|
|
2024
Q2 | $243K | Sell |
480
-23
| -5% | -$11.6K | 0.06% | 191 |
|
|
2024
Q1 | $280K | Buy |
+503
| New | +$280K | 0.06% | 171 |
|