Financial Advocates Investment 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 | $938K | Sell |
1,343
-3,689
| -73% | -$2.58M | 0.08% | 237 |
|
|
2025
Q1 | $3.06M | Buy |
5,032
+862
| +21% | +$524K | 0.21% | 110 |
|
|
2024
Q4 | $2.65M | Buy |
4,170
+193
| +5% | +$123K | 0.15% | 148 |
|
|
2024
Q3 | $2.51M | Buy |
3,977
+504
| +15% | +$318K | 0.14% | 156 |
|
|
2024
Q2 | $1.76M | Buy |
3,473
+2,068
| +147% | +$1.05M | 0.11% | 184 |
|
|
2024
Q1 | $781K | Buy |
1,405
+522
| +59% | +$290K | 0.05% | 358 |
|
|
2023
Q4 | $407K | Sell |
883
-104
| -11% | -$47.9K | 0.03% | 473 |
|
|
2023
Q3 | $384K | Buy |
987
+71
| +8% | +$27.7K | 0.03% | 470 |
|
|
2023
Q2 | $357K | Sell |
916
-38
| -4% | -$14.8K | 0.03% | 474 |
|
|
2023
Q1 | $321K | Buy |
954
+258
| +37% | +$86.7K | 0.02% | 527 |
|
|
2022
Q4 | $202K | Buy |
+696
| New | +$202K | 0.02% | 684 |
|
|
2022
Q2 | – | Sell |
-801
| Closed | -$228K | – | 762 |
|
|
2022
Q1 | $228K | Sell |
801
-400
| -33% | -$114K | 0.02% | 653 |
|
|
2021
Q4 | $382K | Buy |
1,201
+1
| +0.1% | +$318 | 0.02% | 557 |
|
|
2021
Q3 | $335K | Sell |
1,200
-22,951
| -95% | -$6.41M | 0.02% | 582 |
|
|
2021
Q2 | $397K | Buy |
24,151
+22,243
| +1,166% | +$366K | 0.03% | 525 |
|
|
2021
Q1 | $602K | Buy |
1,908
+10
| +0.5% | +$3.16K | 0.04% | 423 |
|
|
2020
Q4 | $517K | Buy |
1,898
+268
| +16% | +$73K | 0.04% | 441 |
|
|
2020
Q3 | $330K | Buy |
+1,630
| New | +$330K | 0.03% | 452 |
|